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
$331M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$2.34M
2
+$1.67M
3
+$971K
4
SLYG icon
SPDR S&P 600 Small Cap Growth ETF
SLYG
+$816K
5
GEM icon
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
+$576K

Top Sells

1
+$1.79M
2
+$1.24M
3
+$996K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$975K
5
FNDA icon
Schwab Fundamental US Small Company Index ETF
FNDA
+$888K

Sector Composition

1 Technology 3.37%
2 Healthcare 0.72%
3 Real Estate 0.56%
4 Financials 0.54%
5 Consumer Discretionary 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$53.4M 16.14%
674,696
-15,665
2
$38.3M 11.58%
173,132
-4,404
3
$31.1M 9.39%
632,539
+4,662
4
$29.3M 8.84%
1,555,572
+3,280
5
$22.1M 6.68%
872,190
-35,072
6
$16.8M 5.07%
42,168
-676
7
$13.2M 3.99%
36,202
-220
8
$10.7M 3.23%
388,756
+85,152
9
$9.16M 2.77%
175,995
-3,935
10
$7.65M 2.31%
231,528
-14,935
11
$7.65M 2.31%
41,266
-36
12
$7.4M 2.24%
63,396
-1,083
13
$7.06M 2.13%
25,551
14
$6.18M 1.87%
24,041
-2,185
15
$5.81M 1.76%
153,274
+44,188
16
$4.54M 1.37%
69,671
-10,829
17
$3.96M 1.2%
74,259
-8,726
18
$3.84M 1.16%
35,399
-254
19
$2.92M 0.88%
19,817
+57
20
$2.8M 0.85%
12,519
+40
21
$2.73M 0.82%
72,472
+25,834
22
$2.6M 0.79%
50,006
-3,550
23
$1.89M 0.57%
15,501
-2,099
24
$1.89M 0.57%
65,768
-9,036
25
$1.83M 0.55%
42,938
+194
1
2 3 4