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
$180M
AUM Growth
-$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$8.81M
2
+$5.35M
3
+$5.09M
4
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$3.52M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.14M

Top Sells

1
+$7.5M
2
+$3.83M
3
+$2.42M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$825K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$675K

Sector Composition

1 Technology 1.54%
2 Healthcare 0.61%
3 Financials 0.6%
4 Communication Services 0.4%
5 Consumer Discretionary 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$280K 0.16%
8,400
52
$275K 0.15%
3,032
+457
53
$272K 0.15%
1,621
+49
54
$270K 0.15%
5,180
+160
55
$269K 0.15%
6,494
-63
56
$265K 0.15%
2,027
+271
57
$263K 0.15%
3,440
-720
58
$251K 0.14%
8,372
59
$244K 0.14%
2,211
+352
60
$243K 0.13%
5,162
+405
61
$227K 0.13%
3,468
+639
62
$226K 0.13%
6,835
+20
63
$209K 0.12%
4,040
-200
64
$167K 0.09%
3,843
+57
65
$103K 0.06%
14,192
-13,058
66
– –
-8,032
67
– –
-955
68
– –
-9,468
69
– –
-1,090
70
– –
-2,763
71
– –
-1,040
1 2
3