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
$331M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$2.34M
2
+$1.67M
3
+$971K
4
SLYG icon
SPDR S&P 600 Small Cap Growth ETF
SLYG
+$816K
5
GEM icon
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
+$576K

Top Sells

1
+$1.79M
2
+$1.24M
3
+$996K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$975K
5
FNDA icon
Schwab Fundamental US Small Company Index ETF
FNDA
+$888K

Sector Composition

1 Technology 3.37%
2 Healthcare 0.72%
3 Real Estate 0.56%
4 Financials 0.54%
5 Consumer Discretionary 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$258K 0.08%
2,675
-10,327
77
$238K 0.07%
2,300
78
$216K 0.07%
945
+2
79
– –
-7,141
80
– –
-48,895
81
– –
-825
82
– –
-1,476
83
– –
-3,786
1 2 3
4