RWMH
Riverpoint Wealth Management Holdings Portfolio holdings
AUM
$425M
This Quarter Return
+5.06%
1 Year Return
+12.54%
3 Year Return
+44.43%
5 Year Return
+72.97%
10 Year Return
–
AUM
$196M
AUM Growth
+$196M
(+9%)
Cap. Flow
+$7.21M
Cap. Flow
% of AUM
3.68%
Top 10 Holdings %
Top 10 Hldgs %
78.95%
Holding
66
New
10
Increased
36
Reduced
11
Closed
–
Top Buys
| 1 |
Vanguard Mid-Cap ETF
VO
|
$1.79M |
| 2 |
Schwab International Equity ETF
SCHF
|
$1.41M |
| 3 |
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
|
$518K |
| 4 |
iShares Core MSCI Europe ETF
IEUR
|
$454K |
| 5 |
SHYF
The Shyft Group
SHYF
|
$402K |
Top Sells
| 1 |
iShares S&P 500 Growth ETF
IVW
|
$493K |
| 2 |
Boeing
BA
|
$47.6K |
| 3 |
Vanguard Large-Cap ETF
VV
|
$41.8K |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$23.4K |
| 5 |
iShares MSCI EAFE ETF
EFA
|
$16.4K |
Sector Composition
| 1 | Technology | 1.74% |
| 2 | Financials | 1.02% |
| 3 | Healthcare | 0.63% |
| 4 | Industrials | 0.53% |
| 5 | Consumer Discretionary | 0.47% |
