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
$248M
AUM Growth
-$40.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$1.27M
2
+$1.13M
3
+$1.08M
4
IAU icon
iShares Gold Trust
IAU
+$449K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$423K

Top Sells

1
+$837K
2
+$260K
3
+$247K
4
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$61.9K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$14.2K

Sector Composition

1 Technology 3.72%
2 Healthcare 1.04%
3 Financials 0.49%
4 Consumer Discretionary 0.47%
5 Real Estate 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$48.5M 19.52%
646,964
+16,914
2
$30.4M 12.22%
744,087
+26,468
3
$28.5M 11.46%
144,559
+2,145
4
$28.2M 11.36%
1,793,868
+71,726
5
$21.1M 8.49%
932,428
+16,330
6
$15.6M 6.29%
41,234
+46
7
$12.5M 5.04%
461,431
+10,739
8
$12.2M 4.92%
35,211
+199
9
$8.32M 3.35%
183,950
+8,910
10
$7.01M 2.82%
40,672
+27
11
$5.97M 2.4%
21,506
12
$4.71M 1.9%
36,750
+101
13
$2.83M 1.14%
19,692
+67
14
$2.64M 1.06%
12,704
+38
15
$2.1M 0.85%
50,476
-342
16
$1.88M 0.76%
51,042
-1,681
17
$1.47M 0.59%
10,758
-90
18
$1.32M 0.53%
88,509
+354
19
$1.16M 0.47%
7,597
+52
20
$1.16M 0.47%
6,871
+3
21
$1.16M 0.47%
4,530
+8
22
$922K 0.37%
9,979
+1,071
23
$737K 0.3%
6,940
+1,280
24
$673K 0.27%
2,062
+1
25
$611K 0.25%
3,444
-65
1
2