RWMH

Riverpoint Wealth Management Holdings Portfolio holdings

AUM $455M
1-Year Est. Return 11.19%
This Quarter Est. Return
1 Year Est. Return
+11.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$271M
AUM Growth
+$35.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$5.62M
2
+$1.21M
3
+$1.1M
4
VV icon
Vanguard Large-Cap ETF
VV
+$1M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$892K

Top Sells

1
+$531K
2
+$229K
3
+$149K
4
ACN icon
Accenture
ACN
+$148K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$70.5K

Sector Composition

1 Technology 3.41%
2 Healthcare 1.18%
3 Financials 0.54%
4 Consumer Discretionary 0.28%
5 Consumer Staples 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$143K 0.05%
+1,610
52
$142K 0.05%
+1,675
53
$133K 0.05%
+739
54
$113K 0.04%
+1,280
55
$102K 0.04%
+1,172
56
$100K 0.04%
+578
57
$80.3K 0.03%
+231
58
$79.7K 0.03%
+258
59
$77.3K 0.03%
+981
60
$76.3K 0.03%
+550
61
$72.9K 0.03%
+352
62
$66.9K 0.02%
+1,417
63
$66.8K 0.02%
+126
64
$64.4K 0.02%
+2,670
65
$57.1K 0.02%
+717
66
$55.2K 0.02%
+2,336
67
$52.1K 0.02%
620
-6,320
68
$51K 0.02%
+628
69
$50.9K 0.02%
+300
70
$45.3K 0.02%
+206
71
$41.8K 0.02%
+885
72
$38.1K 0.01%
+200
73
$36.8K 0.01%
+591
74
$30.5K 0.01%
+307
75
$30.1K 0.01%
+626
1 2
3
4 5