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
$303M
AUM Growth
-$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Sells

1 +$211K
2 +$115K
3 +$65.7K
4
VGT icon
Vanguard Information Technology ETF
VGT
+$56.8K
5
PFE icon
Pfizer
PFE
+$26K

Sector Composition

1 Technology 3.47%
2 Healthcare 0.77%
3 Industrials 0.4%
4 Financials 0.36%
5 Consumer Discretionary 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-1,935