RWMH

Riverpoint Wealth Management Holdings Portfolio holdings

AUM $425M
1-Year Est. Return 12.54%
This Quarter Est. Return
1 Year Est. Return
+12.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$123M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$27.6M
2
+$16.7M
3
+$16.5M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$10.9M
5
FTC icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$27.6M 22.42%
+1,938,028
2
$16.7M 13.52%
+123,964
3
$16.5M 13.36%
+366,658
4
$10.9M 8.86%
+47,833
5
$9.35M 7.59%
+185,688
6
$8.7M 7.06%
+183,983
7
$6.1M 4.95%
+357,728
8
$4.21M 3.42%
+40,533
9
$3.23M 2.62%
+15,504
10
$2.6M 2.11%
+37,172
11
$1.81M 1.47%
+20,991
12
$1.75M 1.42%
+47,203
13
$1.5M 1.21%
+11,832
14
$1.33M 1.08%
+39,162
15
$1.04M 0.85%
+17,557
16
$1.04M 0.84%
+31,130
17
$809K 0.66%
+17,240
18
$664K 0.54%
+18,213
19
$659K 0.53%
+8,870
20
$489K 0.4%
+16,320
21
$478K 0.39%
+6,446
22
$466K 0.38%
+4,080
23
$441K 0.36%
+14,615
24
$354K 0.29%
+2,615
25
$349K 0.28%
+2,598
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