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
$295M
AUM Growth
+$9.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$866K
3
+$826K
4
FNDA icon
Schwab Fundamental US Small Company Index ETF
FNDA
+$93.4K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$48.4K

Top Sells

1
+$2.38M
2
+$1.87M
3
+$1.11M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$927K
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$885K

Sector Composition

1 Technology 4.48%
2 Healthcare 0.94%
3 Consumer Discretionary 0.54%
4 Financials 0.39%
5 Communication Services 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$55.4M 18.8%
582,184
-25,061
2
$34.5M 11.71%
135,465
-7,334
3
$34.2M 11.6%
669,099
+23,733
4
$32.9M 11.16%
1,691,584
+44,582
5
$24.5M 8.3%
879,476
+3,358
6
$19.7M 6.68%
41,234
-399
7
$15.4M 5.21%
442,270
+23,803
8
$14.8M 5.01%
33,821
-481
9
$9.6M 3.26%
169,585
-2,775
10
$9.03M 3.07%
40,867
-507
11
$8.91M 3.03%
21,506
-162
12
$5.15M 1.75%
36,557
-4,906
13
$3.36M 1.14%
19,556
-405
14
$3.34M 1.13%
12,628
+38
15
$2.48M 0.84%
50,178
+979
16
$2.21M 0.75%
52,558
-8,069
17
$1.92M 0.65%
10,836
-2,146
18
$1.67M 0.57%
87,894
+324
19
$1.52M 0.52%
4,514
-242
20
$1.3M 0.44%
5,866
+3
21
$1.01M 0.34%
7,490
+57
22
$937K 0.32%
5,620
-1,300
23
$909K 0.31%
7,934
-2,119
24
$901K 0.31%
1,967
+2
25
$694K 0.24%
8,372
1
2 3