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RWMH

Riverpoint Wealth Management Holdings Portfolio holdings

AUM $470M
1-Year Est. Return 15.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$290M
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$1.2M
3
+$1.13M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$997K
5
BND icon
Vanguard Total Bond Market
BND
+$526K

Top Sells

1
+$790K
2
+$366K
3
+$210K
4
MAXR
Maxar Technologies Inc. Common Stock
MAXR
+$184K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$143K

Sector Composition

1 Technology 3.53%
2 Healthcare 0.93%
3 Financials 0.37%
4 Consumer Discretionary 0.29%
5 Energy 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
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