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
$160M
AUM Growth
+$8.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$974K
3
+$704K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$475K
5
FNDA icon
Schwab Fundamental US Small Company Index ETF
FNDA
+$446K

Top Sells

1
+$844K
2
+$585K
3
+$357K
4
GE icon
GE Aerospace
GE
+$216K
5
CELG
Celgene Corp
CELG
+$212K

Sector Composition

1 Technology 0.64%
2 Financials 0.62%
3 Healthcare 0.52%
4 Industrials 0.37%
5 Consumer Discretionary 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$37.8M 23.56%
2,217,130
+41,308
2
$28M 17.48%
525,268
+41,303
3
$20.9M 13.01%
134,706
+3,071
4
$12.3M 7.69%
45,860
-749
5
$9.23M 5.76%
169,030
-15,451
6
$8.62M 5.37%
454,452
+23,528
7
$4.89M 3.05%
39,865
-157
8
$4.33M 2.7%
17,672
+127
9
$3.9M 2.43%
63,827
-2,989
10
$3.86M 2.41%
100,968
+3,356
11
$3.53M 2.2%
42,682
+41
12
$2.11M 1.32%
15,027
-984
13
$2.08M 1.3%
20,423
+91
14
$2.08M 1.29%
45,180
-1,126
15
$1.79M 1.11%
12,021
+32
16
$1.44M 0.9%
37,034
+192
17
$1.21M 0.75%
17,187
-605
18
$1.18M 0.73%
30,980
-250
19
$974K 0.61%
+15,263
20
$829K 0.52%
17,595
-223
21
$674K 0.42%
15,956
-208
22
$621K 0.39%
4,474
-63
23
$573K 0.36%
6,692
+64
24
$464K 0.29%
13,233
-1,533
25
$437K 0.27%
12,117
1
2 3