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
$317M
AUM Growth
+$41.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$784K
3
+$432K
4
QDF icon
FlexShares Quality Dividend Index Fund
QDF
+$296K
5
FNDA icon
Schwab Fundamental US Small Company Index ETF
FNDA
+$278K

Top Sells

1
+$1.01M
2
+$839K
3
+$801K
4
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$279K
5
DWX icon
SPDR S&P International Dividend ETF
DWX
+$186K

Sector Composition

1 Technology 3.58%
2 Healthcare 0.78%
3 Financials 0.72%
4 Consumer Discretionary 0.64%
5 Real Estate 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$238K 0.08%
3,483
+28
77
$233K 0.07%
4,242
-446
78
$231K 0.07%
+3,786
79
$211K 0.07%
+943
80
$209K 0.07%
+1,476
81
$201K 0.06%
+2,300
82
– –
-6,242
1 2 3
4