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
101
$3.65K ﹤0.01%
+11
102
$3.38K ﹤0.01%
+4
103
$2.43K ﹤0.01%
+47
104
$2.17K ﹤0.01%
+5
105
$1.86K ﹤0.01%
+14
106
$1.81K ﹤0.01%
+15
107
$1.66K ﹤0.01%
+9
108
$1.65K ﹤0.01%
+8
109
$1.6K ﹤0.01%
+15
110
$1.52K ﹤0.01%
+7
111
$1.52K ﹤0.01%
+82
112
$1.43K ﹤0.01%
+10
113
$1.31K ﹤0.01%
+78
114
$1.25K ﹤0.01%
+28
115
$1.08K ﹤0.01%
+114
116
$1.01K ﹤0.01%
+20
117
$923 ﹤0.01%
+28
118
$820 ﹤0.01%
+7
119
$645 ﹤0.01%
+18
120
$485 ﹤0.01%
+44
121
$460 ﹤0.01%
+2
122
$444 ﹤0.01%
+6
123
$171 ﹤0.01%
+6
1 2 3 4
5