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
$285M
AUM Growth
-$76.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$966K
2
+$580K
3
+$509K
4
FREL icon
Fidelity MSCI Real Estate Index ETF
FREL
+$281K
5
LPLA icon
LPL Financial
LPLA
+$240K

Top Sells

1
+$9.08M
2
+$7.63M
3
+$7.44M
4
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$7.07M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$4.25M

Sector Composition

1 Technology 3.94%
2 Healthcare 0.88%
3 Consumer Discretionary 0.67%
4 Financials 0.55%
5 Communication Services 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$312K 0.11%
3,671
-356
52
$304K 0.11%
2,280
-20
53
$281K 0.1%
5,096
-2,544
54
$270K 0.09%
1,808
-8,021
55
$250K 0.09%
915
-1,348
56
$243K 0.09%
5,000
-1,620
57
$240K 0.08%
+1,532
58
$234K 0.08%
947
59
$229K 0.08%
1,575
-332
60
$226K 0.08%
1,618
-1,148
61
$203K 0.07%
700
-26,327
62
– –
-8,980
63
– –
-2,062
64
– –
-9,245
65
– –
-4,493
66
– –
-9,429
67
– –
-72,960
68
– –
-11,795
69
– –
-26,840
70
– –
-22,008
71
– –
-43,128
72
– –
-9,579
73
– –
-1,150
74
– –
-16,100
75
– –
-9,400
1 2
3
4