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
$362M
AUM Growth
+$30.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$3.28M
2
+$856K
3
+$819K
4
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$631K
5
FREL icon
Fidelity MSCI Real Estate Index ETF
FREL
+$623K

Top Sells

1
+$1.58M
2
+$757K
3
+$419K
4
LQDH icon
iShares Interest Rate Hedged Corporate Bond ETF
LQDH
+$258K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$174K

Sector Composition

1 Technology 3.34%
2 Healthcare 0.78%
3 Financials 0.58%
4 Consumer Discretionary 0.57%
5 Real Estate 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$600K 0.17%
6,266
+1,411
52
$583K 0.16%
9,200
53
$570K 0.16%
3,460
+16
54
$569K 0.16%
4,660
+1,420
55
$536K 0.15%
12,117
56
$515K 0.14%
1,615
+2
57
$505K 0.14%
8,400
58
$500K 0.14%
12,764
+96
59
$494K 0.14%
2,812
+641
60
$477K 0.13%
1,756
61
$441K 0.12%
13,073
62
$436K 0.12%
7,640
-2,544
63
$426K 0.12%
8,042
+910
64
$426K 0.12%
5,474
+22
65
$397K 0.11%
1,528
+232
66
$373K 0.1%
2,766
+10
67
$354K 0.1%
8,680
+80
68
$354K 0.1%
1,538
+1
69
$352K 0.1%
5,027
-56
70
$346K 0.1%
980
71
$336K 0.09%
4,027
+537
72
$321K 0.09%
2,062
-259
73
$316K 0.09%
+6,620
74
$314K 0.09%
3,081
-8
75
$295K 0.08%
4,493
+15
1 2
3
4