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
$271M
AUM Growth
+$35.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$5.62M
2
+$1.21M
3
+$1.1M
4
VV icon
Vanguard Large-Cap ETF
VV
+$1M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$892K

Top Sells

1
+$531K
2
+$229K
3
+$149K
4
ACN icon
Accenture
ACN
+$148K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$70.5K

Sector Composition

1 Technology 3.41%
2 Healthcare 1.18%
3 Financials 0.54%
4 Consumer Discretionary 0.28%
5 Consumer Staples 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$30K 0.01%
+399
77
$27.9K 0.01%
+2,397
78
$27.9K 0.01%
+113
79
$25.3K 0.01%
+250
80
$24.5K 0.01%
+204
81
$20.9K 0.01%
+550
82
$20.6K 0.01%
+323
83
$19.2K 0.01%
+181
84
$18.5K 0.01%
+150
85
$17.2K 0.01%
+781
86
$16.6K 0.01%
+409
87
$16.1K 0.01%
+190
88
$14.5K 0.01%
+117
89
$13.8K 0.01%
+444
90
$12.5K ﹤0.01%
+58
91
$10.9K ﹤0.01%
+14
92
$10.9K ﹤0.01%
+32
93
$10.7K ﹤0.01%
+426
94
$8.6K ﹤0.01%
+467
95
$7.76K ﹤0.01%
+214
96
$7.41K ﹤0.01%
+35
97
$7.37K ﹤0.01%
+250
98
$6.93K ﹤0.01%
+178
99
$5.29K ﹤0.01%
+147
100
$3.77K ﹤0.01%
+338
1 2 3
4
5