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
$165M
AUM Growth
+$5.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$1.41M
2
+$944K
3
+$926K
4
FNDA icon
Schwab Fundamental US Small Company Index ETF
FNDA
+$832K
5
GS icon
Goldman Sachs
GS
+$389K

Top Sells

1
+$211K
2
+$202K
3
+$47K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$16.2K
5
XOM icon
Exxon Mobil
XOM
+$11.9K

Sector Composition

1 Financials 0.9%
2 Technology 0.83%
3 Consumer Discretionary 0.41%
4 Industrials 0.38%
5 Healthcare 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$38.8M 23.45%
2,300,670
+83,540
2
$29M 17.52%
542,600
+17,332
3
$21.7M 13.13%
140,829
+6,123
4
$12.1M 7.33%
45,683
-177
5
$9.29M 5.62%
499,132
+44,680
6
$9.14M 5.53%
173,402
+4,372
7
$5.05M 3.05%
41,618
+1,753
8
$4.29M 2.59%
17,718
+46
9
$4.16M 2.52%
65,264
+1,437
10
$4.08M 2.47%
105,352
+4,384
11
$3.5M 2.11%
43,047
+365
12
$2.14M 1.29%
15,118
+91
13
$2.13M 1.29%
45,229
+49
14
$2.07M 1.25%
20,486
+63
15
$1.77M 1.07%
12,053
+32
16
$1.36M 0.82%
37,186
+152
17
$1.21M 0.73%
32,275
+1,295
18
$1.2M 0.72%
17,187
19
$1.07M 0.65%
16,331
+1,068
20
$834K 0.5%
17,259
-336
21
$765K 0.46%
18,264
+2,308
22
$622K 0.38%
4,850
+376
23
$601K 0.36%
3,958
+1,348
24
$593K 0.36%
6,820
+128
25
$473K 0.29%
13,233
1
2 3