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
$390M
AUM Growth
+$29.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Sells

1 +$141K
2 +$140K
3 +$83.8K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$60.6K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$25.9K

Sector Composition

1 Technology 2.7%
2 Industrials 0.82%
3 Healthcare 0.65%
4 Consumer Discretionary 0.47%
5 Financials 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$219K 0.06%
774
+3