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
$390M
AUM Growth
+$29.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$581K
3
+$544K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$472K
5
FNDA icon
Schwab Fundamental US Small Company Index ETF
FNDA
+$338K

Top Sells

1
+$141K
2
+$140K
3
+$83.8K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$60.6K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$25.9K

Sector Composition

1 Technology 2.7%
2 Industrials 0.82%
3 Healthcare 0.65%
4 Consumer Discretionary 0.47%
5 Financials 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$73.5M 18.84%
650,592
+553
2
$43.2M 11.07%
2,101,340
+22,952
3
$42.6M 10.92%
806,488
+5,168
4
$41.9M 10.75%
158,929
+883
5
$31.3M 8.01%
1,049,252
+11,332
6
$23.1M 5.91%
39,964
-105
7
$19.6M 5.03%
37,220
+49
8
$16.8M 4.32%
360,348
+25,892
9
$12.6M 3.23%
427,240
+19,698
10
$12.3M 3.14%
46,567
+106
11
$12.1M 3.1%
194,018
+3,489
12
$10.6M 2.71%
108,706
-266
13
$5.43M 1.39%
35,262
+89
14
$4.73M 1.21%
13,378
15
$3.75M 0.96%
18,921
-709
16
$3.37M 0.86%
10,720
+36
17
$2.96M 0.76%
12,719
+12
18
$2.36M 0.61%
5,486
+10
19
$1.99M 0.51%
87,999
+51
20
$1.95M 0.5%
40,821
-54
21
$1.8M 0.46%
25,754
22
$1.73M 0.44%
32,693
-2,676
23
$1.64M 0.42%
7,446
+24
24
$1.62M 0.41%
8,181
+65
25
$1.51M 0.39%
9,567
-532
1
2 3