RWMH

Riverpoint Wealth Management Holdings Portfolio holdings

AUM $466M
1-Year Est. Return 15.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$425M
AUM Growth
+$38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$3.77M
2
+$2.19M
3
+$1.63M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$1.42M
5
FNDA icon
Schwab Fundamental US Small Company Index ETF
FNDA
+$1.03M

Top Sells

1
+$2.26M
2
+$922K
3
+$759K
4
UFEB icon
Innovator US Equity Ultra Buffer ETF February
UFEB
+$374K
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$300K

Sector Composition

1 Technology 2.47%
2 Healthcare 0.62%
3 Industrials 0.53%
4 Consumer Discretionary 0.51%
5 Financials 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$79.1M 18.6%
651,531
+19,437
2
$50.4M 11.85%
2,278,495
+14,767
3
$48.8M 11.48%
855,776
+30,346
4
$46.7M 11%
167,059
+5,422
5
$31.7M 7.46%
1,106,829
+37,945
6
$25M 5.88%
40,288
+108
7
$21.1M 4.98%
37,230
-72
8
$20M 4.69%
436,090
-49,960
9
$14.4M 3.39%
50,574
-669
10
$12.6M 2.97%
467,376
+17,341
11
$12.4M 2.91%
199,542
+980
12
$9.76M 2.3%
109,643
-1,855
13
$3.88M 0.91%
18,968
-41
14
$3.81M 0.9%
+142,664
15
$3.69M 0.87%
12,353
16
$3.67M 0.86%
27,209
-6,830
17
$3.06M 0.72%
8,998
+22
18
$2.74M 0.65%
5,514
+9
19
$2.62M 0.62%
12,773
+13
20
$2.14M 0.5%
87,369
-686
21
$2.09M 0.49%
9,676
+2,192
22
$2.02M 0.48%
40,822
-551
23
$1.59M 0.37%
8,577
+78
24
$1.54M 0.36%
9,430
-219
25
$1.53M 0.36%
29,266
-473
1
2 3