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
-$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$8.81M
2
+$5.35M
3
+$5.09M
4
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$3.52M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.14M

Top Sells

1
+$7.5M
2
+$3.83M
3
+$2.42M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$825K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$675K

Sector Composition

1 Technology 1.54%
2 Healthcare 0.61%
3 Financials 0.6%
4 Communication Services 0.4%
5 Consumer Discretionary 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$26.9M 14.94%
1,899,040
-529,380
2
$25.5M 14.14%
506,599
-76,168
3
$21.9M 12.14%
158,297
-4,882
4
$11.3M 6.3%
45,095
-13
5
$9.33M 5.18%
40,595
+22,149
6
$8.81M 4.89%
+237,545
7
$8.22M 4.56%
177,667
+2,689
8
$6.43M 3.57%
391,864
-147,268
9
$5.35M 2.97%
+238,838
10
$5.13M 2.85%
44,706
+3,594
11
$4.81M 2.67%
55,526
+5,470
12
$4.58M 2.54%
66,006
+45,362
13
$3.52M 1.95%
+138,854
14
$3.34M 1.85%
88,532
-7,248
15
$2.4M 1.33%
17,825
-3,257
16
$2.38M 1.32%
71,540
+38,190
17
$1.94M 1.08%
19,813
-767
18
$1.93M 1.07%
33,715
+10,676
19
$1.86M 1.04%
78,672
+1,584
20
$1.71M 0.95%
44,975
+243
21
$1.69M 0.94%
12,172
+87
22
$1.61M 0.89%
16,012
-8,227
23
$1.3M 0.72%
39,740
+222
24
$1.27M 0.7%
8,987
-121
25
$1.02M 0.57%
17,399
+161
1
2 3