RWMH
Riverpoint Wealth Management Holdings Portfolio holdings
AUM
$425M
This Quarter Return
+7.07%
1 Year Return
+12.54%
3 Year Return
+44.43%
5 Year Return
+72.97%
10 Year Return
–
AUM
$275M
AUM Growth
+$275M
(+7.4%)
Cap. Flow
+$2.66M
Cap. Flow
% of AUM
0.97%
Top 10 Holdings %
Top 10 Hldgs %
68.99%
Holding
76
New
5
Increased
43
Reduced
19
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$1.5M |
| 2 |
Amazon
AMZN
|
$787K |
| 3 |
Schwab International Equity ETF
SCHF
|
$539K |
| 4 |
Equity Residential
EQR
|
$530K |
| 5 |
UDR
UDR
|
$484K |
Top Sells
Sector Composition
| 1 | Technology | 3.61% |
| 2 | Healthcare | 0.79% |
| 3 | Consumer Discretionary | 0.66% |
| 4 | Financials | 0.64% |
| 5 | Real Estate | 0.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
CVS Health
CVS
$92.8B
| $202K | 0.07% |
3,455
+25
| +0.7% | +$1.46K |
|