RWMH
Riverpoint Wealth Management Holdings Portfolio holdings
AUM
$425M
1-Year Est. Return
12.54%
1 Year Est. Return
+12.54%
AUM
$387M
AUM Growth
+$3.81M
(+0.99%)
Holding
55
Top Buys
| 1 | +$2.5M | |
| 2 | +$1.68M | |
| 3 | +$1.19M | |
| 4 |
Vanguard Mid-Cap ETF
VO
|
+$1.08M |
| 5 |
Schwab Fundamental US Small Company Index ETF
FNDA
|
+$773K |
Top Sells
| 1 | +$476K | |
| 2 | +$201K | |
| 3 | +$184K | |
| 4 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
+$160K |
| 5 |
Health Care Select Sector SPDR Fund
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
iShares Bitcoin Trust
IBIT
$81.5B
| $300K | 0.08% |
+6,401
|
|
||
52
Vanguard Health Care ETF
VHT
$15.9B
| $261K | 0.07% |
985
+2
|
|
||
53
iShares Russell Mid-Cap Value ETF
IWS
$13.9B
| $256K | 0.07% |
2,035
|
|
||
54
Vanguard Total Stock Market ETF
VTI
$543B
| $222K | 0.06% |
807
+20
|
|
||
55
Bank of Montreal
BMO
$89.5B
| – | – |
-2,075
|
|