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
$340M
AUM Growth
+$36.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$9.08M
2
+$1.6M
3
+$1.25M
4
FNDA icon
Schwab Fundamental US Small Company Index ETF
FNDA
+$859K
5
FBND icon
Fidelity Total Bond ETF
FBND
+$479K

Top Sells

1
+$9.26M
2
+$1.41M
3
+$492K
4
PFE icon
Pfizer
PFE
+$345K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$327K

Sector Composition

1 Technology 3.42%
2 Healthcare 0.74%
3 Financials 0.41%
4 Industrials 0.4%
5 Consumer Discretionary 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$215K 0.06%
+1,954
52
$211K 0.06%
1,497
-42
53
$205K 0.06%
+2,075
54
– –
-10,397
1 2
3