RWMH
Riverpoint Wealth Management Holdings Portfolio holdings
AUM
$425M
This Quarter Return
+4.1%
1 Year Return
+12.54%
3 Year Return
+44.43%
5 Year Return
+72.97%
10 Year Return
–
AUM
$152M
AUM Growth
+$152M
(+7.1%)
Cap. Flow
+$3.28M
Cap. Flow
% of AUM
2.15%
Top 10 Holdings %
Top 10 Hldgs %
82.63%
Holding
50
New
3
Increased
28
Reduced
15
Closed
–
Top Buys
| 1 |
Vanguard Growth ETF
VUG
|
$2.15M |
| 2 |
Schwab International Equity ETF
SCHF
|
$1.68M |
| 3 |
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
|
$1.16M |
| 4 |
iShares S&P 500 Growth ETF
IVW
|
$486K |
| 5 |
Vanguard Mid-Cap ETF
VO
|
$444K |
Top Sells
| 1 |
First Trust Large Cap Growth AlphaDEX Fund
FTC
|
$3.11M |
| 2 |
First Trust Multi Cap Value AlphaDEX Fund
FAB
|
$92.5K |
| 3 |
Vanguard Dividend Appreciation ETF
VIG
|
$48.6K |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$28.4K |
| 5 |
iShares MSCI Emerging Markets ETF
EEM
|
$21.1K |
Sector Composition
| 1 | Healthcare | 0.69% |
| 2 | Technology | 0.64% |
| 3 | Financials | 0.63% |
| 4 | Industrials | 0.55% |
| 5 | Communication Services | 0.33% |
