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
$152M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
50
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$1.68M
3
+$1.16M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$486K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$444K

Top Sells

1
+$3.11M
2
+$92.5K
3
+$48.6K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$28.4K
5
EEM icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$36.4M 23.93%
2,175,822
+100,612
2
$24.4M 16.03%
483,965
+22,963
3
$19.5M 12.81%
131,635
+3,000
4
$11.9M 7.83%
46,609
-111
5
$9.46M 6.22%
184,481
-281
6
$7.87M 5.17%
430,924
+10,326
7
$4.67M 3.07%
40,022
-110
8
$4.09M 2.69%
17,545
-33
9
$3.91M 2.57%
66,816
-53,171
10
$3.55M 2.33%
97,612
+13,368
11
$3.52M 2.31%
42,641
+158
12
$2.15M 1.41%
+16,011
13
$2.05M 1.35%
46,306
-120
14
$1.94M 1.27%
20,332
-510
15
$1.7M 1.11%
11,989
+106
16
$1.4M 0.92%
36,842
+174
17
$1.22M 0.8%
17,792
+1
18
$1.13M 0.74%
31,230
+35
19
$813K 0.53%
17,818
-463
20
$630K 0.41%
16,164
+408
21
$605K 0.4%
4,537
+55
22
$585K 0.38%
16,832
-463
23
$550K 0.36%
6,628
+4
24
$484K 0.32%
14,766
-32
25
$406K 0.27%
12,117
1
2