RWMH
Riverpoint Wealth Management Holdings Portfolio holdings
AUM
$425M
This Quarter Return
+1.44%
1 Year Return
+12.54%
3 Year Return
+44.43%
5 Year Return
+72.97%
10 Year Return
–
AUM
$123M
AUM Growth
–
Cap. Flow
+$123M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
85.92%
Holding
41
New
41
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Schwab International Equity ETF
SCHF
|
$27.6M |
| 2 |
Vanguard Mid-Cap ETF
VO
|
$16.7M |
| 3 |
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
|
$16.5M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$10.9M |
| 5 |
First Trust Large Cap Growth AlphaDEX Fund
FTC
|
$9.35M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 0.66% |
| 2 | Industrials | 0.57% |
| 3 | Technology | 0.57% |
| 4 | Healthcare | 0.38% |
| 5 | Consumer Discretionary | 0.29% |
