RWMH

Riverpoint Wealth Management Holdings Portfolio holdings

AUM $455M
1-Year Est. Return 11.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$295M
AUM Growth
+$9.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$866K
3
+$826K
4
FNDA icon
Schwab Fundamental US Small Company Index ETF
FNDA
+$93.4K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$48.4K

Top Sells

1
+$2.38M
2
+$1.87M
3
+$1.11M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$927K
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$885K

Sector Composition

1 Technology 4.48%
2 Healthcare 0.94%
3 Consumer Discretionary 0.54%
4 Financials 0.39%
5 Communication Services 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
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-9,749
52
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53
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54
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-20,258
55
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-12,548
56
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-8,770
57
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-2,721
58
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-1,575
59
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-19,994
60
– –
-700
61
– –
-3,616
1 2
3