RWMH
Riverpoint Wealth Management Holdings Portfolio holdings
AUM
$425M
This Quarter Return
+19.85%
1 Year Return
+12.54%
3 Year Return
+44.43%
5 Year Return
+72.97%
10 Year Return
–
AUM
$256M
AUM Growth
+$256M
(+25%)
Cap. Flow
+$12.2M
Cap. Flow
% of AUM
4.78%
Top 10 Holdings %
Top 10 Hldgs %
69.45%
Holding
74
New
9
Increased
37
Reduced
16
Closed
3
Top Buys
| 1 |
Accenture
ACN
|
$5.73M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$5.4M |
| 3 |
Schwab Fundamental US Small Company Index ETF
FNDA
|
$4.41M |
| 4 |
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
|
$3.97M |
| 5 |
Vanguard Mid-Cap ETF
VO
|
$1.32M |
Top Sells
| 1 |
Schwab International Equity ETF
SCHF
|
$3.68M |
| 2 |
iShares Core S&P Small-Cap ETF
IJR
|
$3.49M |
| 3 |
Schwab US Large- Cap ETF
SCHX
|
$2.34M |
| 4 |
Vanguard Large-Cap ETF
VV
|
$1.16M |
| 5 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
$1.14M |
Sector Composition
| 1 | Technology | 4.38% |
| 2 | Healthcare | 0.82% |
| 3 | Financials | 0.63% |
| 4 | Consumer Discretionary | 0.36% |
| 5 | Communication Services | 0.19% |
