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
$331M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$2.34M
2
+$1.67M
3
+$971K
4
SLYG icon
SPDR S&P 600 Small Cap Growth ETF
SLYG
+$816K
5
GEM icon
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
+$576K

Top Sells

1
+$1.79M
2
+$1.24M
3
+$996K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$975K
5
FNDA icon
Schwab Fundamental US Small Company Index ETF
FNDA
+$888K

Sector Composition

1 Technology 3.37%
2 Healthcare 0.72%
3 Real Estate 0.56%
4 Financials 0.54%
5 Consumer Discretionary 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$543K 0.16%
10,184
-5,088
52
$511K 0.15%
12,117
53
$492K 0.15%
1,613
-256
54
$481K 0.15%
1,882
-322
55
$464K 0.14%
5,681
+2,344
56
$463K 0.14%
8,400
57
$459K 0.14%
12,668
-1,491
58
$427K 0.13%
1,756
59
$425K 0.13%
13,073
+571
60
$417K 0.13%
+4,855
61
$401K 0.12%
2,171
-20
62
$383K 0.12%
5,452
+9
63
$373K 0.11%
2,756
-685
64
$369K 0.11%
7,132
+22
65
$367K 0.11%
980
66
$360K 0.11%
5,600
+1,420
67
$353K 0.11%
2,321
-1,009
68
$352K 0.11%
1,537
69
$347K 0.1%
5,083
-710
70
$344K 0.1%
8,600
+74
71
$334K 0.1%
3,240
-40
72
$316K 0.1%
1,296
-3
73
$285K 0.09%
4,478
+236
74
$284K 0.09%
3,089
+36
75
$263K 0.08%
3,490
+7
1 2
3
4