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
$383M
AUM Growth
-$6.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$3.99M
2
+$663K
3
+$488K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$487K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$238K

Top Sells

1
+$2.39M
2
+$570K
3
+$389K
4
ACN icon
Accenture
ACN
+$361K
5
FNDA icon
Schwab Fundamental US Small Company Index ETF
FNDA
+$255K

Sector Composition

1 Technology 2.69%
2 Industrials 0.84%
3 Healthcare 0.6%
4 Consumer Discretionary 0.51%
5 Financials 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$72.5M 18.93%
629,829
-20,763
2
$41.6M 10.85%
157,455
-1,474
3
$39.5M 10.32%
2,137,185
+35,845
4
$39.1M 10.19%
816,667
+10,179
5
$30.9M 8.06%
1,040,669
-8,583
6
$23.3M 6.08%
39,618
-346
7
$20.3M 5.29%
37,661
+441
8
$20.2M 5.26%
449,168
+88,820
9
$12.6M 3.28%
46,611
+44
10
$12.1M 3.16%
194,293
+275
11
$11.6M 3.04%
430,742
+3,502
12
$9.9M 2.58%
111,105
+2,399
13
$4.77M 1.24%
34,678
-584
14
$4.35M 1.13%
12,353
-1,025
15
$3.71M 0.97%
18,941
+20
16
$3.19M 0.83%
12,756
+37
17
$2.88M 0.75%
8,951
-1,769
18
$2.32M 0.6%
5,496
+10
19
$2.29M 0.6%
51,897
+11,076
20
$2.04M 0.53%
88,029
+30
21
$1.84M 0.48%
25,754
22
$1.68M 0.44%
32,880
+187
23
$1.65M 0.43%
7,473
+27
24
$1.49M 0.39%
9,649
+82
25
$1.47M 0.38%
8,256
+75
1
2 3