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
$196M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$1.41M
3
+$518K
4
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$454K
5
SHYF
The Shyft Group
SHYF
+$402K

Top Sells

1
+$493K
2
+$47.6K
3
+$41.8K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$23.4K
5
EFA icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$40.7M 20.76%
2,428,420
+83,822
2
$34.2M 17.46%
582,767
+8,808
3
$26.8M 13.66%
163,179
+10,913
4
$13.2M 6.73%
45,108
-80
5
$11M 5.6%
539,132
+18,804
6
$9.47M 4.83%
174,978
+2,622
7
$5.49M 2.8%
41,112
-313
8
$4.93M 2.51%
18,446
+56
9
$4.77M 2.43%
50,056
+240
10
$4.24M 2.16%
95,780
-11,140
11
$3.4M 1.73%
21,082
+1,788
12
$2.88M 1.47%
24,239
+239
13
$2.28M 1.16%
20,580
+93
14
$2.16M 1.1%
77,088
+477
15
$1.95M 1%
12,085
+32
16
$1.83M 0.93%
44,732
-117
17
$1.8M 0.92%
20,644
+336
18
$1.62M 0.83%
23,039
19
$1.55M 0.79%
9,108
+13
20
$1.48M 0.75%
39,518
+237
21
$1.34M 0.68%
33,350
+445
22
$1.17M 0.6%
17,238
-242
23
$1.06M 0.54%
18,820
+316
24
$942K 0.48%
9,332
+1,288
25
$808K 0.41%
7,815
+51
1
2 3