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
$132M
AUM Growth
+$8.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$2.22M
2
+$1.34M
3
+$632K
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$362K
5
IHI icon
iShares US Medical Devices ETF
IHI
+$210K

Top Sells

1
+$215K
2
+$97.1K
3
+$75.8K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$71.8K
5
VV icon
Vanguard Large-Cap ETF
VV
+$53.2K

Sector Composition

1 Technology 0.68%
2 Industrials 0.56%
3 Financials 0.47%
4 Healthcare 0.41%
5 Consumer Discretionary 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$30.1M 22.81%
2,028,112
+90,084
2
$19.3M 14.6%
414,513
+47,855
3
$17.2M 13.05%
125,028
+1,064
4
$11.2M 8.48%
47,422
-411
5
$9.75M 7.38%
186,431
+743
6
$9.02M 6.83%
185,063
+1,080
7
$6.71M 5.08%
394,978
+37,250
8
$4.31M 3.26%
40,039
-494
9
$3.27M 2.48%
15,171
-333
10
$3.12M 2.36%
42,051
+4,879
11
$1.88M 1.43%
47,004
-199
12
$1.88M 1.42%
21,074
+83
13
$1.55M 1.18%
11,883
+51
14
$1.37M 1.04%
39,193
+31
15
$1.09M 0.82%
17,557
16
$1.05M 0.8%
31,165
+35
17
$721K 0.55%
17,266
+26
18
$720K 0.55%
18,213
19
$597K 0.45%
8,501
-369
20
$589K 0.45%
16,352
+32
21
$540K 0.41%
4,341
+261
22
$474K 0.36%
6,398
-48
23
$463K 0.35%
14,690
+75
24
$365K 0.28%
2,488
-127
25
$349K 0.26%
2,601
+3
1
2