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
$271M
AUM Growth
+$35.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$5.62M
2
+$1.21M
3
+$1.1M
4
VV icon
Vanguard Large-Cap ETF
VV
+$1M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$892K

Top Sells

1
+$531K
2
+$229K
3
+$149K
4
ACN icon
Accenture
ACN
+$148K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$70.5K

Sector Composition

1 Technology 3.41%
2 Healthcare 1.18%
3 Financials 0.54%
4 Consumer Discretionary 0.28%
5 Consumer Staples 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$50.6M 18.68%
664,110
+14,432
2
$32.6M 12.05%
2,025,242
+43,246
3
$31.4M 11.59%
747,508
+28,804
4
$30.3M 11.18%
148,446
+1,987
5
$22.3M 8.22%
952,696
+4,382
6
$17.1M 6.3%
687,718
+226,378
7
$15.8M 5.83%
41,055
-116
8
$12.5M 4.62%
35,622
+330
9
$8.92M 3.3%
184,400
-3,070
10
$8.07M 2.98%
46,331
+5,747
11
$5.59M 2.07%
20,950
-556
12
$5.02M 1.86%
36,959
+103
13
$3.01M 1.11%
19,842
+80
14
$2.6M 0.96%
12,369
-335
15
$1.97M 0.73%
50,738
+197
16
$1.7M 0.63%
43,621
+573
17
$1.65M 0.61%
12,712
+18
18
$1.34M 0.49%
88,932
+39
19
$1.31M 0.48%
5,453
+12
20
$1.28M 0.47%
7,321
+5
21
$1.25M 0.46%
7,707
+53
22
$1.17M 0.43%
14,150
+10,817
23
$1.02M 0.38%
10,754
+1,854
24
$733K 0.27%
3,421
25
$660K 0.24%
2,065
+3
1
2 3 4 5