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
$142M
AUM Growth
+$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$2.24M
3
+$746K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$536K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$515K

Top Sells

1
+$3.67M
2
+$206K
3
+$171K
4
PWV icon
Invesco Large Cap Value ETF
PWV
+$91.9K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$23.6K

Sector Composition

1 Technology 0.65%
2 Financials 0.63%
3 Healthcare 0.58%
4 Industrials 0.56%
5 Communication Services 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$32.9M 23.14%
2,075,210
+47,098
2
$22.2M 15.61%
461,002
+46,489
3
$18.4M 12.92%
128,635
+3,607
4
$11.4M 8.02%
46,720
-702
5
$9.24M 6.51%
184,762
-301
6
$7.25M 5.11%
420,598
+25,620
7
$6.63M 4.67%
119,987
-66,444
8
$4.47M 3.14%
40,132
+93
9
$3.91M 2.75%
17,578
+2,407
10
$3.36M 2.36%
42,483
+432
11
$2.9M 2.04%
+84,244
12
$1.93M 1.36%
20,842
-232
13
$1.9M 1.34%
46,426
-578
14
$1.6M 1.13%
11,883
15
$1.33M 0.94%
36,668
-2,525
16
$1.16M 0.81%
17,791
+234
17
$1.08M 0.76%
31,195
+30
18
$759K 0.53%
18,281
+68
19
$590K 0.42%
4,482
+141
20
$573K 0.4%
17,295
+29
21
$571K 0.4%
15,756
-596
22
$514K 0.36%
6,624
+226
23
$463K 0.33%
14,798
+108
24
$402K 0.28%
+12,117
25
$368K 0.26%
2,432
-56
1
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