RWMH

Riverpoint Wealth Management Holdings Portfolio holdings

AUM $455M
1-Year Est. Return 11.19%
This Quarter Est. Return
1 Year Est. Return
+11.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$275M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$787K
2 +$539K
3 +$530K
4
UDR icon
UDR
UDR
+$484K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$416K

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 Change
in Stake
Capital Flow
76
$202K 0.07%
3,455
+25