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
$256M
AUM Growth
+$51.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$5.73M
2
+$5.4M
3
+$4.41M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$3.97M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.32M

Top Sells

1
+$3.68M
2
+$3.49M
3
+$2.34M
4
VV icon
Vanguard Large-Cap ETF
VV
+$1.16M
5
MTUM icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$408K 0.16%
3,414
+16
52
$398K 0.16%
2,229
-928
53
$390K 0.15%
7,018
-69
54
$371K 0.14%
8,400
55
$359K 0.14%
3,816
+14
56
$352K 0.14%
12,117
57
$337K 0.13%
1,756
58
$327K 0.13%
+7,018
59
$303K 0.12%
1,536
60
$300K 0.12%
5,421
-2,488
61
$297K 0.12%
1,505
62
$276K 0.11%
4,588
+114
63
$273K 0.11%
+6,381
64
$273K 0.11%
+7,442
65
$265K 0.1%
5,561
-1,446
66
$248K 0.1%
838
+1
67
$244K 0.1%
2,191
68
$236K 0.09%
+3,003
69
$233K 0.09%
+3,280
70
$233K 0.09%
1,291
+3
71
$223K 0.09%
+3,430
72
– –
-6,096
73
– –
-20,981
74
– –
-5,702
1 2
3