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
$387M
AUM Growth
+$3.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$2.5M
2
+$1.68M
3
+$1.19M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$1.08M
5
FNDA icon
Schwab Fundamental US Small Company Index ETF
FNDA
+$773K

Top Sells

1
+$476K
2
+$201K
3
+$184K
4
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$160K
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$93.3K

Sector Composition

1 Technology 2.5%
2 Healthcare 0.73%
3 Industrials 0.66%
4 Consumer Discretionary 0.51%
5 Financials 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GSLC icon
1
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.5B
$69.6M 17.98%
632,094
+2,265
SCHF icon
2
Schwab International Equity ETF
SCHF
$52.4B
$44.8M 11.57%
2,263,728
+126,543
VEA icon
3
Vanguard FTSE Developed Markets ETF
VEA
$178B
$42M 10.84%
825,430
+8,763
VO icon
4
Vanguard Mid-Cap ETF
VO
$87.5B
$41.8M 10.8%
161,637
+4,182
FNDA icon
5
Schwab Fundamental US Small Company Index ETF
FNDA
$9.03B
$29.3M 7.56%
1,068,884
+28,215
IVV icon
6
iShares Core S&P 500 ETF
IVV
$660B
$22.6M 5.83%
40,180
+562
FBND icon
7
Fidelity Total Bond ETF
FBND
$21.1B
$22.2M 5.73%
486,050
+36,882
VOO icon
8
Vanguard S&P 500 ETF
VOO
$756B
$19.2M 4.95%
37,302
-359
VV icon
9
Vanguard Large-Cap ETF
VV
$46B
$13.2M 3.4%
51,243
+4,632
FREL icon
10
Fidelity MSCI Real Estate Index ETF
FREL
$1.06B
$12.4M 3.19%
450,035
+19,293
IJH icon
11
iShares Core S&P Mid-Cap ETF
IJH
$99.1B
$11.6M 2.99%
198,562
+4,269
VNQ icon
12
Vanguard Real Estate ETF
VNQ
$34.1B
$10.1M 2.61%
111,498
+393
XLV icon
13
Health Care Select Sector SPDR Fund
XLV
$35.3B
$4.97M 1.28%
34,039
-639
ACN icon
14
Accenture
ACN
$148B
$3.85M 1%
12,353
VIG icon
15
Vanguard Dividend Appreciation ETF
VIG
$97.9B
$3.69M 0.95%
19,009
+68
AAPL icon
16
Apple
AAPL
$3.75T
$2.83M 0.73%
12,760
+4
IWB icon
17
iShares Russell 1000 ETF
IWB
$44.7B
$2.75M 0.71%
8,976
+25
MSFT icon
18
Microsoft
MSFT
$3.82T
$2.07M 0.53%
5,505
+9
SCHX icon
19
Schwab US Large- Cap ETF
SCHX
$60.7B
$1.94M 0.5%
88,055
+26
VWO icon
20
Vanguard FTSE Emerging Markets ETF
VWO
$102B
$1.87M 0.48%
41,373
-10,524
ABBV icon
21
AbbVie
ABBV
$406B
$1.78M 0.46%
8,499
+243
SPYV icon
22
SPDR Portfolio S&P 500 Value ETF
SPYV
$28.7B
$1.52M 0.39%
29,739
-3,141
QUS icon
23
SPDR MSCI USA StrategicFactors ETF
QUS
$1.52B
$1.51M 0.39%
9,649
IWM icon
24
iShares Russell 2000 ETF
IWM
$69.8B
$1.49M 0.39%
7,484
+11
THR icon
25
Thermon Group Holdings
THR
$868M
$1.36M 0.35%
48,687
+825
1
2 3