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
$360M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$911K
2
+$229K
3
+$200K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$137K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$99.2K

Top Sells

1
+$1.87M
2
+$1.23M
3
+$234K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$169K
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$141K

Sector Composition

1 Technology 2.63%
2 Healthcare 0.77%
3 Financials 0.43%
4 Industrials 0.42%
5 Consumer Discretionary 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$68.5M 19.05%
660,266
-11,854
2
$40.1M 11.15%
2,055,862
-8,642
3
$40.1M 11.15%
799,054
+1,102
4
$39.5M 10.99%
158,139
+397
5
$29.5M 8.21%
1,035,386
+3,150
6
$21.1M 5.86%
40,116
-137
7
$17.8M 4.96%
37,112
+284
8
$13.5M 3.75%
297,662
+20,099
9
$11.7M 3.27%
193,369
+1,489
10
$11.2M 3.1%
46,528
+106
11
$10.3M 2.86%
119,040
-361
12
$9.39M 2.61%
359,801
+8,772
13
$5.29M 1.47%
35,802
-952
14
$4.64M 1.29%
13,378
-5,397
15
$3.67M 1.02%
20,081
-12
16
$3.07M 0.85%
10,657
+32
17
$2.62M 0.73%
52,269
-104
18
$2.3M 0.64%
5,467
-16
19
$2.18M 0.6%
12,688
-49
20
$1.82M 0.51%
87,948
+27
21
$1.79M 0.5%
42,879
-1,096
22
$1.56M 0.43%
7,403
+18
23
$1.52M 0.42%
25,754
+118
24
$1.46M 0.41%
8,039
+71
25
$1.46M 0.41%
10,032
1
2 3