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
$383M
AUM Growth
-$6.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$3.99M
2 +$663K
3 +$488K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$487K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$238K

Top Sells

1 +$2.39M
2 +$570K
3 +$389K
4
ACN icon
Accenture
ACN
+$361K
5
FNDA icon
Schwab Fundamental US Small Company Index ETF
FNDA
+$255K

Sector Composition

1 Technology 2.69%
2 Industrials 0.84%
3 Healthcare 0.6%
4 Consumer Discretionary 0.51%
5 Financials 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$228K 0.06%
787
+13
52
$201K 0.05%
+2,075