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
$256M
AUM Growth
+$51.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$5.73M
2
+$5.4M
3
+$4.41M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$3.97M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.32M

Top Sells

1
+$3.68M
2
+$3.49M
3
+$2.34M
4
VV icon
Vanguard Large-Cap ETF
VV
+$1.16M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.14M

Sector Composition

1 Technology 4.38%
2 Healthcare 0.82%
3 Financials 0.63%
4 Consumer Discretionary 0.36%
5 Communication Services 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$44.2M 17.25%
706,214
+63,386
2
$28.7M 11.21%
175,195
+8,039
3
$24.3M 9.47%
625,590
+139,187
4
$21.9M 8.56%
1,474,400
-247,166
5
$13.9M 5.41%
873,782
+278,304
6
$13.4M 5.22%
43,197
-56
7
$11.3M 4.4%
39,786
+746
8
$7.4M 2.89%
34,477
+26,696
9
$6.48M 2.53%
277,012
+4,381
10
$6.43M 2.51%
180,835
-20,480
11
$6.32M 2.47%
63,129
+785
12
$6.18M 2.41%
232,567
+46,010
13
$6.04M 2.36%
42,223
-8,101
14
$5.36M 2.09%
26,540
+795
15
$4.12M 1.61%
79,512
-14,328
16
$3.36M 1.31%
79,609
+14,216
17
$3.21M 1.25%
110,873
+1,334
18
$2.44M 0.95%
35,765
-51,066
19
$2.39M 0.93%
20,366
20
$2.26M 0.88%
57,158
-501
21
$2.13M 0.83%
12,397
+29
22
$1.88M 0.73%
35,218
+1,976
23
$1.82M 0.71%
55,019
+1,349
24
$1.74M 0.68%
22,748
+25
25
$1.7M 0.66%
18,636
+36
1
2 3