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
$290M
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$1.22M
3
+$1.09M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$988K
5
BND icon
Vanguard Total Bond Market
BND
+$531K

Top Sells

1
+$763K
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
in Stake 		Capital Flow
101
– –
-250
102
– –
-1,417
103
– –
-15
104
– –
-3,318
105
– –
-6
106
– –
-307
107
– –
-426
108
– –
-628
109
– –
-781
110
– –
-28
111
– –
-467
112
– –
-10
113
– –
-181
114
– –
-717
115
– –
-150
116
– –
-35
117
– –
-214
118
– –
-750
119
– –
-338
120
– –
-114
121
– –
-885
122
– –
-1,675
123
– –
-117
124
– –
-3,562
1 2 3 4
5