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
$207M
AUM Growth
+$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$2.28M
3
+$2.09M
4
FNDA icon
Schwab Fundamental US Small Company Index ETF
FNDA
+$1.5M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$398K

Top Sells

1
+$1.44M
2
+$1.27M
3
+$698K
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$492K
5
PFE icon
Pfizer
PFE
+$269K

Sector Composition

1 Technology 1.46%
2 Financials 0.73%
3 Consumer Discretionary 0.32%
4 Healthcare 0.26%
5 Industrials 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$32M 15.44%
2,044,446
+145,406
2
$30.9M 14.9%
543,432
+36,833
3
$28.2M 13.62%
175,546
+17,249
4
$12.9M 6.21%
45,197
+102
5
$10.5M 5.04%
40,287
-308
6
$9.36M 4.51%
181,404
+3,737
7
$8.8M 4.25%
472,674
+80,810
8
$8.44M 4.07%
206,484
-31,061
9
$6.29M 3.04%
242,262
+3,424
10
$5.74M 2.77%
44,239
-467
11
$4.6M 2.22%
50,163
-5,363
12
$4.39M 2.12%
56,960
-9,046
13
$4.16M 2.01%
148,209
+9,355
14
$3.88M 1.87%
90,144
+1,612
15
$2.97M 1.43%
18,999
+1,174
16
$2.27M 1.1%
33,915
+200
17
$2.04M 0.98%
18,580
-1,233
18
$2.02M 0.97%
76,542
-2,130
19
$1.92M 0.93%
12,205
+33
20
$1.91M 0.92%
44,973
-2
21
$1.8M 0.87%
16,076
+64
22
$1.55M 0.75%
8,814
-173
23
$1.42M 0.68%
40,047
+307
24
$1.27M 0.61%
33,450
-38,090
25
$1.23M 0.59%
16,621
+5,379
1
2 3