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

Top Buys

1
+$1.24M
2
+$306K
3
+$278K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$255K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$200K

Top Sells

1
+$211K
2
+$119K
3
+$68.4K
4
VGT icon
Vanguard Information Technology ETF
VGT
+$59.6K
5
PFE icon
Pfizer
PFE
+$27.7K

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
1 2
3