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
$362M
AUM Growth
+$30.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$3.28M
2
+$856K
3
+$819K
4
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$631K
5
FREL icon
Fidelity MSCI Real Estate Index ETF
FREL
+$623K

Top Sells

1
+$1.58M
2
+$757K
3
+$419K
4
LQDH icon
iShares Interest Rate Hedged Corporate Bond ETF
LQDH
+$258K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$174K

Sector Composition

1 Technology 3.34%
2 Healthcare 0.78%
3 Financials 0.58%
4 Consumer Discretionary 0.57%
5 Real Estate 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$295K 0.08%
+1,907
77
$288K 0.08%
2,300
78
$234K 0.06%
947
+2
79
$229K 0.06%
+1,582
80
$220K 0.06%
+1,055
81
$220K 0.06%
+1,150
82
$204K 0.06%
+1,109
83
– –
-2,675
84
– –
-9,812
1 2 3
4