RWMH
Riverpoint Wealth Management Holdings Portfolio holdings
AUM
$425M
This Quarter Return
+5.69%
1 Year Return
+12.54%
3 Year Return
+44.43%
5 Year Return
+72.97%
10 Year Return
–
AUM
$290M
AUM Growth
+$290M
(+7%)
Cap. Flow
+$4.11M
Cap. Flow
% of AUM
1.42%
Top 10 Holdings %
Top 10 Hldgs %
86.12%
Holding
124
New
1
Increased
30
Reduced
6
Closed
75
Top Buys
| 1 |
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
|
$2.51M |
| 2 |
Schwab International Equity ETF
SCHF
|
$1.22M |
| 3 |
Fidelity MSCI Real Estate Index ETF
FREL
|
$1.09M |
| 4 |
Vanguard Mid-Cap ETF
VO
|
$988K |
| 5 |
Vanguard Total Bond Market
BND
|
$531K |
Top Sells
| 1 |
Vanguard Real Estate ETF
VNQ
|
$763K |
| 2 |
SPDR MSCI USA StrategicFactors ETF
QUS
|
$366K |
| 3 |
Abbott
ABT
|
$210K |
| 4 |
MAXR
Maxar Technologies Inc. Common Stock
MAXR
|
$184K |
| 5 |
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% |
