RWMH

Riverpoint Wealth Management Holdings Portfolio holdings

AUM $455M
1-Year Est. Return 11.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$285M
AUM Growth
-$76.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$966K
2
+$580K
3
+$509K
4
FREL icon
Fidelity MSCI Real Estate Index ETF
FREL
+$281K
5
LPLA icon
LPL Financial
LPLA
+$240K

Top Sells

1
+$9.08M
2
+$7.63M
3
+$7.44M
4
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$7.07M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$4.25M

Sector Composition

1 Technology 3.94%
2 Healthcare 0.88%
3 Consumer Discretionary 0.67%
4 Financials 0.55%
5 Communication Services 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-16,100
77
– –
-9,400
78
– –
-1,582
79
– –
-15,026
80
– –
-1,055
81
– –
-13,352
82
– –
-5,027
83
– –
-72,960
1 2 3
4