RWMH

Riverpoint Wealth Management Holdings Portfolio holdings

AUM $470M
1-Year Est. Return 15.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$455M
AUM Growth
+$29.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$841K
3
+$840K
4
FBND icon
Fidelity Total Bond ETF
FBND
+$601K
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$486K

Top Sells

1
+$533K
2
+$502K
3
+$246K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$193K
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$162K

Sector Composition

1 Technology 2.38%
2 Healthcare 0.67%
3 Financials 0.54%
4 Industrials 0.49%
5 Consumer Discretionary 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$84.3M 18.53%
647,292
-4,239
2
$53.1M 11.68%
2,282,884
+4,389
3
$51.2M 11.25%
854,251
-1,525
4
$49.5M 10.88%
673,872
+5,636
5
$34.9M 7.67%
1,120,479
+13,650
6
$27.2M 5.97%
40,614
+326
7
$22.8M 5.02%
37,307
+77
8
$20.8M 4.56%
449,171
+13,081
9
$15.5M 3.41%
50,374
-200
10
$13.8M 3.04%
497,905
+30,529
11
$13M 2.86%
199,403
-139
12
$10.1M 2.23%
110,877
+1,234
13
$5.47M 1.2%
202,842
+60,178
14
$4.09M 0.9%
18,946
-22
15
$3.71M 0.81%
26,641
-568
16
$3.26M 0.72%
12,786
+13
17
$3.05M 0.67%
12,353
18
$2.85M 0.63%
5,506
-8
19
$2.77M 0.61%
7,572
-1,426
20
$2.35M 0.52%
9,702
+26
21
$2.16M 0.47%
39,817
-1,005
22
$2.1M 0.46%
79,768
-7,601
23
$1.99M 0.44%
8,602
+25
24
$1.61M 0.35%
13,724
+8
25
$1.49M 0.33%
8,700
-730
1
2 3