RWMH

Riverpoint Wealth Management Holdings Portfolio holdings

AUM $470M
1-Year Est. Return 15.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$455M
AUM Growth
+$29.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$841K
3
+$840K
4
FBND icon
Fidelity Total Bond ETF
FBND
+$601K
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$486K

Top Sells

1
+$533K
2
+$502K
3
+$246K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$193K
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$162K

Sector Composition

1 Technology 2.38%
2 Healthcare 0.67%
3 Financials 0.54%
4 Industrials 0.49%
5 Consumer Discretionary 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$357K 0.08%
5,096
52
$312K 0.07%
2,031
-27
53
$284K 0.06%
2,035
54
$270K 0.06%
2,075
55
$269K 0.06%
1,910
+2
56
$266K 0.06%
809
+2
57
$251K 0.06%
+1,032
58
$212K 0.05%
+1,599
59
– –
-989
1 2
3