RWMH

Riverpoint Wealth Management Holdings Portfolio holdings

AUM $466M
1-Year Est. Return 15.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.52%
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
+$1.22M
2
+$875K
3
+$776K
4
FNDA icon
Schwab Fundamental US Small Company Index ETF
FNDA
+$92.5K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$49.4K

Top Sells

1
+$2.3M
2
+$1.84M
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
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54
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55
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56
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57
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58
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59
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60
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61
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3