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
$219M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$1.34M
3
+$706K
4
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$487K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$466K

Top Sells

1
+$427K
2
+$283K
3
+$217K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$207K
5
FDX icon
FedEx
FDX
+$202K

Sector Composition

1 Technology 1.45%
2 Financials 0.68%
3 Consumer Discretionary 0.32%
4 Healthcare 0.24%
5 Energy 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$34.1M 15.56%
2,128,340
+83,894
2
$33.3M 15.17%
566,180
+22,748
3
$30.1M 13.7%
179,771
+4,225
4
$13.3M 6.08%
45,288
+91
5
$10.6M 4.85%
39,563
-724
6
$9.31M 4.24%
494,134
+21,460
7
$9.18M 4.18%
175,969
-5,435
8
$8.81M 4.02%
211,219
+4,735
9
$6.57M 2.99%
250,792
+8,530
10
$6.05M 2.76%
44,900
+661
11
$4.92M 2.24%
62,910
+5,950
12
$4.74M 2.16%
165,203
+16,994
13
$4.73M 2.16%
51,090
+927
14
$3.83M 1.75%
85,520
-4,624
15
$3.43M 1.56%
21,014
+2,015
16
$2.39M 1.09%
33,940
+25
17
$2.3M 1.05%
19,955
+1,375
18
$2.02M 0.92%
77,122
+580
19
$1.99M 0.91%
12,249
+44
20
$1.92M 0.87%
45,115
+142
21
$1.75M 0.8%
14,774
-1,302
22
$1.63M 0.74%
8,814
23
$1.49M 0.68%
40,292
+245
24
$1.44M 0.66%
26,165
+6,750
25
$1.25M 0.57%
16,055
-566
1
2 3