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
$205M
AUM Growth
-$47.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$9.34M
2
+$4.91M
3
+$2.82M
4
QDF icon
FlexShares Quality Dividend Index Fund
QDF
+$2.35M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$2.32M

Top Sells

1
+$7.27M
2
+$4.11M
3
+$2.45M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$1.01M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$817K

Sector Composition

1 Technology 1.63%
2 Financials 0.79%
3 Healthcare 0.35%
4 Consumer Discretionary 0.32%
5 Consumer Staples 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$341K 0.17%
7,087
+154
52
$326K 0.16%
6,096
-11,759
53
$323K 0.16%
11,172
54
$315K 0.15%
8,400
55
$314K 0.15%
3,220
+260
56
$292K 0.14%
12,117
57
$284K 0.14%
7,007
-143
58
$268K 0.13%
5,702
-21,475
59
$264K 0.13%
1,756
60
$261K 0.13%
+1,536
61
$233K 0.11%
1,505
62
$218K 0.11%
4,474
+608
63
$214K 0.1%
+1,288
64
$212K 0.1%
2,191
-34
65
$202K 0.1%
837
-66
66
– –
-4,078
67
– –
-3,350
68
– –
-18,212
69
– –
-1,649
70
– –
-3,600
71
– –
-4,632
72
– –
-6,242
73
– –
-11,542
74
– –
-8,017
75
– –
-3,928
1 2
3
4