RWMH
Riverpoint Wealth Management Holdings Portfolio holdings
AUM
$425M
This Quarter Return
-4.5%
1 Year Return
+12.54%
3 Year Return
+44.43%
5 Year Return
+72.97%
10 Year Return
–
AUM
$303M
AUM Growth
+$303M
(-3.9%)
Cap. Flow
+$2.17M
Cap. Flow
% of AUM
0.72%
Top 10 Holdings %
Top 10 Hldgs %
83.49%
Holding
51
New
2
Increased
25
Reduced
7
Closed
1
Top Buys
| 1 |
Apogee Enterprises
APOG
|
$1.2M |
| 2 |
Vanguard Mid-Cap ETF
VO
|
$290K |
| 3 |
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
|
$267K |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
$243K |
| 5 |
Alphabet (Google) Class C
GOOG
|
$203K |
Top Sells
| 1 |
Abbott
ABT
|
$211K |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$115K |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$65.7K |
| 4 |
Vanguard Information Technology ETF
VGT
|
$56.8K |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
51
Abbott
ABT
$231B
| – | – |
-1,935
| Closed | -$211K |
|