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
$315M
AUM Growth
+$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$634K
3
+$406K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$332K
5
ABT icon
Abbott
ABT
+$211K

Top Sells

1
+$868K
2
+$457K
3
+$438K
4
XOM icon
Exxon Mobil
XOM
+$342K
5
CVS icon
CVS Health
CVS
+$200K

Sector Composition

1 Technology 3.48%
2 Healthcare 0.8%
3 Financials 0.35%
4 Consumer Discretionary 0.3%
5 Consumer Staples 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$59.8M 18.96%
685,021
-9,946
2
$37.2M 11.8%
2,086,888
-8,498
3
$34.9M 11.08%
756,600
+7,182
4
$34.1M 10.82%
154,976
+1,846
5
$25.1M 7.95%
993,586
+25,128
6
$18.5M 5.88%
739,240
+7,633
7
$18.2M 5.77%
40,787
-140
8
$15M 4.75%
36,756
+165
9
$11.9M 3.79%
+262,877
10
$9.78M 3.1%
186,930
+1,000
11
$9.38M 2.97%
46,259
-89
12
$6.03M 1.91%
19,532
-1,418
13
$4.88M 1.55%
36,764
-293
14
$3.23M 1.02%
19,860
15
$2.57M 0.81%
10,541
-1,875
16
$2.47M 0.78%
12,743
+15
17
$2.24M 0.71%
51,950
-558
18
$1.86M 0.59%
5,474
+9
19
$1.74M 0.55%
42,865
+216
20
$1.53M 0.49%
87,855
+33
21
$1.37M 0.44%
7,328
+4
22
$1.15M 0.36%
11,547
-223
23
$1.05M 0.33%
7,825
+60
24
$941K 0.3%
3,421
25
$913K 0.29%
2,066
1
2 3