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
$360M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$911K
2
+$229K
3
+$200K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$137K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$99.2K

Top Sells

1
+$1.87M
2
+$1.23M
3
+$234K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$169K
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$141K

Sector Composition

1 Technology 2.63%
2 Healthcare 0.77%
3 Financials 0.43%
4 Industrials 0.42%
5 Consumer Discretionary 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$222K 0.06%
5,096
52
$203K 0.06%
2,075
53
$200K 0.06%
+771
54
– –
-4,635
1 2
3