RWMH

Riverpoint Wealth Management Holdings Portfolio holdings

AUM $425M
1-Year Est. Return 12.54%
This Quarter Est. Return
1 Year Est. Return
+12.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$196M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$1.41M
3
+$518K
4
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$454K
5
SHYF
The Shyft Group
SHYF
+$402K

Top Sells

1
+$493K
2
+$47.6K
3
+$41.8K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$23.4K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$16.4K

Sector Composition

1 Technology 1.74%
2 Financials 1.02%
3 Healthcare 0.63%
4 Industrials 0.53%
5 Consumer Discretionary 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$296K 0.15%
8,372
52
$285K 0.15%
12,502
53
$276K 0.14%
6,557
-98
54
$274K 0.14%
1,756
55
$261K 0.13%
6,815
-1
56
$256K 0.13%
+5,323
57
$253K 0.13%
4,240
+100
58
$249K 0.13%
+2,575
59
$246K 0.13%
+4,757
60
$242K 0.12%
1,090
+43
61
$235K 0.12%
2,763
-96
62
$229K 0.12%
955
-1
63
$224K 0.11%
+2,829
64
$217K 0.11%
+1,859
65
$211K 0.11%
+1,040
66
$203K 0.1%
3,786
+54
1 2
3