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
$226M
AUM Growth
+$6.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$1.28M
3
+$967K
4
VUG icon
Vanguard Growth ETF
VUG
+$873K
5
FNDA icon
Schwab Fundamental US Small Company Index ETF
FNDA
+$555K

Top Sells

1
+$753K
2
+$495K
3
+$426K
4
ACN icon
Accenture
ACN
+$199K
5
HD icon
Home Depot
HD
+$91.5K

Sector Composition

1 Technology 1.4%
2 Financials 0.64%
3 Healthcare 0.31%
4 Consumer Discretionary 0.29%
5 Communication Services 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$35.2M 15.55%
587,487
+21,307
2
$34.9M 15.41%
2,189,028
+60,688
3
$30.3M 13.4%
180,850
+1,079
4
$13.1M 5.79%
43,860
-1,428
5
$10.8M 4.79%
39,778
+215
6
$9.88M 4.37%
523,516
+29,382
7
$9.17M 4.05%
177,782
+1,813
8
$8.72M 3.86%
212,342
+1,123
9
$7.13M 3.15%
255,383
+4,591
10
$6.14M 2.72%
45,070
+170
11
$5.08M 2.24%
56,348
+5,258
12
$4.95M 2.19%
63,571
+661
13
$4.71M 2.08%
166,334
+1,131
14
$4.37M 1.93%
26,261
+5,247
15
$3.84M 1.7%
85,312
-208
16
$2.48M 1.1%
97,351
+20,229
17
$2.4M 1.06%
20,030
+75
18
$2.02M 0.89%
12,286
+37
19
$1.77M 0.78%
44,040
-1,075
20
$1.77M 0.78%
14,842
+68
21
$1.62M 0.72%
23,183
-10,757
22
$1.55M 0.69%
40,490
+198
23
$1.54M 0.68%
26,594
+429
24
$1.5M 0.66%
7,781
-1,033
25
$1.4M 0.62%
+23,229
1
2 3