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
$252M
AUM Growth
+$25.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$3.22M
2
+$1.76M
3
+$1.6M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$880K
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$699K

Top Sells

1
+$2.66M
2
+$274K
3
+$220K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$219K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$210K

Sector Composition

1 Technology 1.56%
2 Financials 0.87%
3 Healthcare 0.41%
4 Consumer Discretionary 0.27%
5 Communication Services 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$430K 0.17%
8,110
+986
52
$426K 0.17%
12,117
53
$407K 0.16%
1,862
+2
54
$384K 0.15%
7,150
+190
55
$370K 0.15%
8,400
56
$364K 0.14%
3,928
+32
57
$363K 0.14%
12,502
58
$346K 0.14%
1,505
59
$346K 0.14%
8,017
+660
60
$322K 0.13%
2,225
-55
61
$322K 0.13%
4,615
+29
62
$309K 0.12%
1,756
63
$278K 0.11%
3,919
+15
64
$273K 0.11%
2,960
+400
65
$270K 0.11%
903
+1
66
$269K 0.11%
3,866
+522
67
$249K 0.1%
3,350
+15
68
$249K 0.1%
+1,649
69
$241K 0.1%
3,600
70
$232K 0.09%
+6,242
71
$216K 0.09%
+3,736
72
$173K 0.07%
4,078
+53
73
$170K 0.07%
+11,542
74
– –
-580
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