RWMH

Riverpoint Wealth Management Holdings Portfolio holdings

AUM $455M
1-Year Est. Return 11.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$387M
AUM Growth
+$3.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$2.5M
2
+$1.68M
3
+$1.19M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$1.08M
5
FNDA icon
Schwab Fundamental US Small Company Index ETF
FNDA
+$773K

Top Sells

1
+$476K
2
+$201K
3
+$184K
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$160K
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$93.3K

Sector Composition

1 Technology 2.5%
2 Healthcare 0.73%
3 Industrials 0.66%
4 Consumer Discretionary 0.51%
5 Financials 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$300K 0.08%
+6,401
52
$261K 0.07%
985
+2
53
$256K 0.07%
2,035
54
$222K 0.06%
807
+20
55
– –
-2,075
1 2
3