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
+$584K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$1.42M
3
+$1.21M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$433K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$112K

Top Sells

1
+$1.09M
2
+$843K
3
+$824K
4
HDV icon
iShares Core High Dividend ETF
HDV
+$225K
5
ABT icon
Abbott
ABT
+$223K

Sector Composition

1 Technology 2.66%
2 Industrials 0.84%
3 Healthcare 0.62%
4 Financials 0.38%
5 Consumer Discretionary 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$69.5M 19.3%
650,039
-10,227
2
$39.9M 11.08%
2,078,388
+22,526
3
$39.6M 10.99%
801,320
+2,266
4
$38.3M 10.62%
158,046
-93
5
$28.5M 7.91%
1,037,920
+2,534
6
$21.9M 6.09%
40,069
-47
7
$18.6M 5.16%
37,171
+59
8
$15M 4.17%
334,456
+36,794
9
$11.6M 3.22%
46,461
-67
10
$11.1M 3.1%
190,529
-2,840
11
$10.3M 2.87%
407,542
+47,741
12
$9.13M 2.53%
108,972
-10,068
13
$5.13M 1.42%
35,173
-629
14
$4.06M 1.13%
13,378
15
$3.58M 0.99%
19,630
-451
16
$3.18M 0.88%
10,684
+27
17
$2.68M 0.74%
12,707
+19
18
$2.45M 0.68%
5,476
+9
19
$1.88M 0.52%
87,948
20
$1.79M 0.5%
40,875
-2,004
21
$1.72M 0.48%
35,369
-16,900
22
$1.62M 0.45%
25,754
23
$1.51M 0.42%
7,422
+19
24
$1.49M 0.41%
10,099
+67
25
$1.42M 0.4%
+46,259
1
2 3