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
$226M
AUM Growth
+$6.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$1.28M
3
+$967K
4
VUG icon
Vanguard Growth ETF
VUG
+$873K
5
FNDA icon
Schwab Fundamental US Small Company Index ETF
FNDA
+$555K

Top Sells

1
+$753K
2
+$495K
3
+$426K
4
ACN icon
Accenture
ACN
+$199K
5
HD icon
Home Depot
HD
+$91.5K

Sector Composition

1 Technology 1.4%
2 Financials 0.64%
3 Healthcare 0.31%
4 Consumer Discretionary 0.29%
5 Communication Services 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$346K 0.15%
8,400
52
$342K 0.15%
+12,166
53
$341K 0.15%
6,960
54
$324K 0.14%
4,586
+28
55
$312K 0.14%
1,505
-5
56
$297K 0.13%
2,280
+13
57
$295K 0.13%
7,357
-58
58
$280K 0.12%
1,756
59
$263K 0.12%
2,234
+15
60
$252K 0.11%
3,904
-209
61
$245K 0.11%
902
-36
62
$242K 0.11%
1,737
+4
63
$222K 0.1%
2,560
64
$220K 0.1%
+3,600
65
$220K 0.1%
580
+2
66
$218K 0.1%
3,344
+232
67
$210K 0.09%
+3,335
68
$184K 0.08%
4,025
+65
1 2
3