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
$180M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$2.63M
2
+$2.12M
3
+$1.8M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$1.72M
5
ACN icon
Accenture
ACN
+$1.49M

Top Sells

1
+$2.79M
2
+$645K
3
+$228K
4
FAB icon
First Trust Multi Cap Value AlphaDEX Fund
FAB
+$219K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$135K

Sector Composition

1 Technology 1.68%
2 Financials 0.91%
3 Healthcare 0.48%
4 Consumer Discretionary 0.44%
5 Industrials 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$38.7M 21.53%
2,344,598
+43,928
2
$31.4M 17.47%
573,959
+31,359
3
$24M 13.34%
152,266
+11,437
4
$12.3M 6.86%
45,188
-495
5
$10.4M 5.77%
520,328
+21,196
6
$9.02M 5.01%
172,356
-1,046
7
$5.17M 2.87%
41,425
-193
8
$4.59M 2.55%
18,390
+672
9
$4.35M 2.42%
106,920
+1,568
10
$4.16M 2.31%
49,816
+6,769
11
$2.89M 1.61%
19,294
+4,176
12
$2.63M 1.46%
+24,000
13
$2.12M 1.18%
+76,611
14
$2.08M 1.16%
20,487
+1
15
$1.89M 1.05%
44,849
-380
16
$1.83M 1.02%
12,053
17
$1.7M 0.94%
20,308
+16,939
18
$1.52M 0.84%
23,039
-42,225
19
$1.49M 0.83%
+9,095
20
$1.4M 0.78%
39,281
+2,095
21
$1.28M 0.71%
32,905
+630
22
$1.17M 0.65%
17,480
+293
23
$856K 0.48%
18,504
+240
24
$809K 0.45%
+7,764
25
$760K 0.42%
8,044
+1,224
1
2 3