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
$315M
AUM Growth
+$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$11.9M
2 +$634K
3 +$406K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$332K
5
ABT icon
Abbott
ABT
+$211K

Top Sells

1 +$868K
2 +$457K
3 +$438K
4
XOM icon
Exxon Mobil
XOM
+$342K
5
CVS icon
CVS Health
CVS
+$200K

Sector Composition

1 Technology 3.48%
2 Healthcare 0.8%
3 Financials 0.35%
4 Consumer Discretionary 0.3%
5 Consumer Staples 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-2,697