RWMH
Riverpoint Wealth Management Holdings Portfolio holdings
AUM
$425M
1-Year Return
12.54%
This Quarter Return
+9.54%
1 Year Return
+12.54%
3 Year Return
+44.43%
5 Year Return
+72.97%
10 Year Return
–
AUM
$271M
AUM Growth
+$35.6M
(+15%)
Cap. Flow
+$13.7M
Cap. Flow
% of AUM
5.06%
Top 10 Holdings %
Top 10 Hldgs %
84.76%
Holding
123
New
78
Increased
29
Reduced
7
Closed
–
Top Buys
Top Sells
| 1 |
Amazon
AMZN
|
$531K |
| 2 |
Oracle
ORCL
|
$229K |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
$149K |
| 4 |
Accenture
ACN
|
$148K |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Domino's
DPZ
$15.7B
| $3.66K | ﹤0.01% |
+11
| New | +$3.66K |
|
102
Mercado Libre
MELI
$123B
| $3.39K | ﹤0.01% |
+4
| New | +$3.39K |
|
103
GE Aerospace
GE
$299B
| $2.43K | ﹤0.01% |
+47
| New | +$2.43K |
|
104
Deere & Co
DE
$128B
| $2.17K | ﹤0.01% |
+5
| New | +$2.17K |
|
105
Salesforce
CRM
$233B
| $1.86K | ﹤0.01% |
+14
| New | +$1.86K |
|
106
Nike
NKE
$111B
| $1.81K | ﹤0.01% |
+15
| New | +$1.81K |
|
107
PepsiCo
PEP
$201B
| $1.66K | ﹤0.01% |
+9
| New | +$1.66K |
|
108
Lithia Motors
LAD
$8.72B
| $1.65K | ﹤0.01% |
+8
| New | +$1.65K |
|
109
Qualcomm
QCOM
$172B
| $1.6K | ﹤0.01% |
+15
| New | +$1.6K |
|
110
Albemarle
ALB
$9.33B
| $1.52K | ﹤0.01% |
+7
| New | +$1.52K |
|
111
Ares Capital
ARCC
$15.8B
| $1.52K | ﹤0.01% |
+82
| New | +$1.52K |
|
112
Target
TGT
$42.1B
| $1.43K | ﹤0.01% |
+10
| New | +$1.43K |
|
113
Invesco International Dividend Achievers ETF
PID
$861M
| $1.31K | ﹤0.01% |
+78
| New | +$1.31K |
|
114
Citigroup
C
$179B
| $1.25K | ﹤0.01% |
+28
| New | +$1.25K |
|
115
Warner Bros
WBD
$29.1B
| $1.08K | ﹤0.01% |
+114
| New | +$1.08K |
|
116
Vanguard FTSE All-World ex-US ETF
VEU
$48.5B
| $1.01K | ﹤0.01% |
+20
| New | +$1.01K |
|
117
SPDR Portfolio Emerging Markets ETF
SPEM
$13.1B
| $923 | ﹤0.01% |
+28
| New | +$923 |
|
118
Exxon Mobil
XOM
$479B
| $820 | ﹤0.01% |
+7
| New | +$820 |
|
119
Dave & Buster's
PLAY
$837M
| $645 | ﹤0.01% |
+18
| New | +$645 |
|
120
Lyft
LYFT
$6.97B
| $485 | ﹤0.01% |
+44
| New | +$485 |
|
121
Vanguard Consumer Discretionary ETF
VCR
$6.51B
| $460 | ﹤0.01% |
+2
| New | +$460 |
|
122
iShares Convertible Bond ETF
ICVT
$2.79B
| $444 | ﹤0.01% |
+6
| New | +$444 |
|
123
Roblox
RBLX
$90B
| $171 | ﹤0.01% |
+6
| New | +$171 |
|