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
$252M
AUM Growth
+$25.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$3.22M
2
+$1.76M
3
+$1.6M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$880K
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$699K

Top Sells

1
+$2.66M
2
+$274K
3
+$220K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$219K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$210K

Sector Composition

1 Technology 1.56%
2 Financials 0.87%
3 Healthcare 0.41%
4 Consumer Discretionary 0.27%
5 Communication Services 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$38.7M 15.36%
598,296
+10,809
2
$38.4M 15.24%
2,284,322
+95,294
3
$33.1M 13.14%
185,788
+4,938
4
$14M 5.54%
43,211
-649
5
$11.5M 4.58%
39,039
-739
6
$11.2M 4.43%
554,312
+30,796
7
$9.08M 3.6%
206,128
-6,214
8
$7.39M 2.93%
265,244
+9,861
9
$7.39M 2.93%
130,779
-47,003
10
$6.67M 2.65%
45,114
+44
11
$5.76M 2.29%
56,530
+182
12
$5.54M 2.2%
183,241
+16,907
13
$5.39M 2.14%
64,284
+713
14
$4.77M 1.89%
26,204
-57
15
$4.14M 1.64%
85,484
+172
16
$3.22M 1.28%
+92,283
17
$2.7M 1.07%
99,913
+2,562
18
$2.51M 1%
20,108
+78
19
$2.2M 0.87%
12,325
+39
20
$2.15M 0.85%
33,081
+9,852
21
$1.94M 0.77%
43,646
-394
22
$1.84M 0.73%
14,651
-191
23
$1.76M 0.7%
+43,885
24
$1.69M 0.67%
23,218
+35
25
$1.68M 0.67%
40,726
+236
1
2 3