Portfolio (Quarterly)
Guide ↗
Riverpoint Wealth Management Holdings, LLC
· CIK 0001682733| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | BSV | VANGUARD BD INDEX FDS | — | 2,667.0 | $208K | 0.04% | NEW | — | $77.92 | -0.4% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
35.7%
Financial Services
17.0%
Healthcare
16.4%
Industrials
15.9%
Consumer Cyclical
10.2%
Real Estate
2.1%
Consumer Defensive
1.4%
Communication Services
1.3%