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
$275M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$787K
2
+$539K
3
+$530K
4
UDR icon
UDR
UDR
+$484K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$416K

Top Sells

1
+$2.02M
2
+$562K
3
+$499K
4
FTA icon
First Trust Large Cap Value AlphaDEX Fund
FTA
+$391K
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$325K

Sector Composition

1 Technology 3.61%
2 Healthcare 0.79%
3 Consumer Discretionary 0.66%
4 Financials 0.64%
5 Real Estate 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$476K 0.17%
3,428
+14
52
$475K 0.17%
2,229
53
$464K 0.17%
9,200
54
$450K 0.16%
12,502
55
$450K 0.16%
7,170
+2,582
56
$425K 0.15%
7,096
+78
57
$419K 0.15%
8,400
58
$410K 0.15%
12,117
59
$381K 0.14%
1,756
60
$371K 0.13%
1,848
+343
61
$341K 0.12%
+5,318
62
$324K 0.12%
5,432
+11
63
$321K 0.12%
1,537
+1
64
$319K 0.12%
3,317
-499
65
$309K 0.11%
5,846
+285
66
$284K 0.1%
839
+1
67
$279K 0.1%
6,242
-139
68
$278K 0.1%
7,053
+35
69
$272K 0.1%
2,191
70
$270K 0.1%
1,295
+4
71
$253K 0.09%
+8,443
72
$240K 0.09%
3,280
73
$238K 0.09%
3,019
+16
74
$219K 0.08%
4,688
-8,376
75
$217K 0.08%
+980
1 2
3
4