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
$275M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$787K
2
+$539K
3
+$530K
4
UDR icon
UDR
UDR
+$484K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$416K

Top Sells

1
+$2.02M
2
+$562K
3
+$499K
4
FTA icon
First Trust Large Cap Value AlphaDEX Fund
FTA
+$391K
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$325K

Sector Composition

1 Technology 3.61%
2 Healthcare 0.79%
3 Consumer Discretionary 0.66%
4 Financials 0.64%
5 Real Estate 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$47.7M 17.35%
701,444
-4,770
2
$31.3M 11.37%
177,553
+2,358
3
$25.6M 9.29%
625,024
-566
4
$23.7M 8.61%
1,508,730
+34,330
5
$14.8M 5.37%
894,328
+20,546
6
$14.6M 5.29%
43,309
+112
7
$11.9M 4.33%
38,754
-1,032
8
$6.84M 2.48%
242,825
+10,258
9
$6.74M 2.45%
181,855
+1,020
10
$6.74M 2.45%
286,601
+9,589
11
$6.7M 2.43%
63,523
+394
12
$6.62M 2.4%
42,286
+63
13
$5.94M 2.16%
26,094
-446
14
$5.77M 2.1%
25,551
-8,926
15
$4.66M 1.69%
80,672
+1,160
16
$3.44M 1.25%
77,001
-2,608
17
$3.27M 1.19%
108,395
-2,478
18
$2.63M 0.96%
20,450
+84
19
$2.59M 0.94%
36,881
+1,116
20
$2.43M 0.88%
56,177
-981
21
$2.33M 0.85%
12,432
+35
22
$2.04M 0.74%
17,621
-1,015
23
$1.82M 0.66%
53,973
-1,046
24
$1.67M 0.61%
68,788
+5,043
25
$1.5M 0.55%
7,155
-183
1
2 3 4