RWMH

Riverpoint Wealth Management Holdings Portfolio holdings

AUM $455M
1-Year Est. Return 11.19%
This Quarter Est. Return
1 Year Est. Return
+11.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$219M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$1.34M
3
+$706K
4
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$487K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$466K

Top Sells

1
+$427K
2
+$283K
3
+$217K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$207K
5
FDX icon
FedEx
FDX
+$202K

Sector Composition

1 Technology 1.45%
2 Financials 0.68%
3 Consumer Discretionary 0.32%
4 Healthcare 0.24%
5 Energy 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$331K 0.15%
3,018
+18
52
$320K 0.15%
8,372
53
$317K 0.14%
+2,267
54
$309K 0.14%
1,510
55
$301K 0.14%
4,113
-215
56
$289K 0.13%
7,415
+429
57
$276K 0.13%
1,756
58
$248K 0.11%
2,219
-979
59
$248K 0.11%
938
-80
60
$242K 0.11%
2,560
-60
61
$232K 0.11%
1,733
-118
62
$211K 0.1%
578
+1
63
$204K 0.09%
+3,112
64
$195K 0.09%
3,960
+59
65
– –
-1,111
66
– –
-3,680
1 2
3