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
$425M
AUM Growth
+$38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$3.77M
2
+$2.19M
3
+$1.63M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$1.42M
5
FNDA icon
Schwab Fundamental US Small Company Index ETF
FNDA
+$1.03M

Top Sells

1
+$2.26M
2
+$922K
3
+$759K
4
UFEB icon
Innovator US Equity Ultra Buffer ETF February
UFEB
+$374K
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$300K

Sector Composition

1 Technology 2.47%
2 Healthcare 0.62%
3 Industrials 0.53%
4 Consumer Discretionary 0.51%
5 Financials 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$246K 0.06%
989
+4
52
$245K 0.06%
807
53
$242K 0.06%
+1,908
54
$230K 0.05%
+2,075
55
– –
-12,873
56
– –
-6,401
57
– –
-11,542
1 2
3