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
$317M
AUM Growth
+$41.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$784K
3
+$432K
4
QDF icon
FlexShares Quality Dividend Index Fund
QDF
+$296K
5
FNDA icon
Schwab Fundamental US Small Company Index ETF
FNDA
+$278K

Top Sells

1
+$1.01M
2
+$839K
3
+$801K
4
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$279K
5
DWX icon
SPDR S&P International Dividend ETF
DWX
+$186K

Sector Composition

1 Technology 3.58%
2 Healthcare 0.78%
3 Financials 0.72%
4 Consumer Discretionary 0.64%
5 Real Estate 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$537K 0.17%
9,200
52
$521K 0.16%
14,159
+4
53
$511K 0.16%
2,204
-25
54
$496K 0.16%
1,869
+2
55
$488K 0.15%
1,850
+2
56
$487K 0.15%
12,117
57
$486K 0.15%
7,141
+45
58
$479K 0.15%
3,441
+13
59
$458K 0.14%
8,400
60
$453K 0.14%
12,502
61
$423K 0.13%
1,756
62
$423K 0.13%
3,330
+13
63
$397K 0.13%
2,191
64
$391K 0.12%
5,793
+475
65
$352K 0.11%
5,443
+11
66
$324K 0.1%
1,537
67
$318K 0.1%
7,110
+57
68
$318K 0.1%
1,299
+4
69
$296K 0.09%
8,526
+83
70
$294K 0.09%
825
-14
71
$287K 0.09%
3,280
72
$266K 0.08%
+3,337
73
$264K 0.08%
980
74
$259K 0.08%
4,180
-1,666
75
$259K 0.08%
3,053
+34
1 2
3
4