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
$207M
AUM Growth
+$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$2.28M
3
+$2.09M
4
FNDA icon
Schwab Fundamental US Small Company Index ETF
FNDA
+$1.5M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$398K

Top Sells

1
+$1.44M
2
+$1.27M
3
+$698K
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$492K
5
PFE icon
Pfizer
PFE
+$269K

Sector Composition

1 Technology 1.46%
2 Financials 0.73%
3 Consumer Discretionary 0.32%
4 Healthcare 0.26%
5 Industrials 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$295K 0.14%
8,372
52
$291K 0.14%
+4,328
53
$290K 0.14%
1,510
-111
54
$268K 0.13%
6,986
+151
55
$267K 0.13%
5,162
56
$266K 0.13%
1,756
-271
57
$240K 0.12%
+1,018
58
$233K 0.11%
2,620
-820
59
$220K 0.11%
577
-341
60
$218K 0.11%
1,851
-1,501
61
$217K 0.1%
3,680
-1,500
62
$202K 0.1%
+1,111
63
$196K 0.09%
3,901
+58
64
– –
-3,468
65
– –
-2,211
66
– –
-4,040
67
– –
-6,494
68
– –
-14,192
1 2
3