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

Top Buys

1
+$1.2M
2
+$548K
3
+$454K
4
YUMC icon
Yum China
YUMC
+$402K
5
FNDA icon
Schwab Fundamental US Small Company Index ETF
FNDA
+$326K

Top Sells

1
+$136K
2
+$135K
3
+$80.8K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$58.4K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$24.5K

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
1 2
3