RWMH

Riverpoint Wealth Management Holdings Portfolio holdings

AUM $455M
1-Year Est. Return 11.19%
This Quarter Est. Return
1 Year Est. Return
+11.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$360M
AUM Growth
+$584K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$1.42M
3
+$1.21M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$433K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$112K

Top Sells

1
+$1.09M
2
+$843K
3
+$824K
4
HDV icon
iShares Core High Dividend ETF
HDV
+$225K
5
ABT icon
Abbott
ABT
+$223K

Sector Composition

1 Technology 2.66%
2 Industrials 0.84%
3 Healthcare 0.62%
4 Financials 0.38%
5 Consumer Discretionary 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-2,039
52
– –
-1,964
53
– –
-2,075
54
– –
-2,788
1 2
3