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
$205M
AUM Growth
-$47.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$9.34M
2
+$4.91M
3
+$2.82M
4
QDF icon
FlexShares Quality Dividend Index Fund
QDF
+$2.35M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$2.32M

Top Sells

1
+$7.27M
2
+$4.11M
3
+$2.45M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$1.01M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$817K

Sector Composition

1 Technology 1.63%
2 Financials 0.79%
3 Healthcare 0.35%
4 Consumer Discretionary 0.32%
5 Consumer Staples 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-3,736
77
– –
-3,919
78
– –
-4,615
1 2 3
4