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RWMH

Riverpoint Wealth Management Holdings Portfolio holdings

AUM $544M
1-Year Est. Return 20.39%
This Fund
S&P 500
This Quarter Est. Return
-1.2%
1 Year Est. Return
+20.39%
3 Year Est. Return
+53.63%
5 Year Est. Return
+48.82%
10 Year Est. Return
–
AUM
$387M
AUM Growth
+$3.81M
Cap. Flow
+$10.1M
Cap. Flow %
2.61%
Top 10 Hldgs %
81.86%
Holding
55
New
3
Increased
35
Reduced
7
Closed
1

Top Buys

Rank Stock Value
1
SCHF icon
Schwab International Equity ETF
SCHF
+$2.48M
2
FBND icon
Fidelity Total Bond ETF
FBND
+$1.67M
3
VV icon
Vanguard Morningstar Large-Cap ETF
VV
+$1.25M
4
VO icon
Vanguard Morningstar Mid-Cap ETF
VO
+$1.12M
5
FNDA icon
Schwab Fundamental US Small Company Index ETF
FNDA
+$825K

Top Sells

Rank Stock Value
1
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$474K
2
BMO icon
Bank of Montreal
BMO
+$201K
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$194K
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$163K
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$92.8K

Sector Composition

Rank Sector Weight
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
IWF icon
26
iShares Russell 1000 Growth ETF
IWF
$129B
$1.24M 0.32%
13,708
+8
+0.1% +$789
APOG icon
27
Apogee Enterprises
APOG
$887M
$1.19M 0.31%
25,754
– –
VGT icon
28
Vanguard Information Technology ETF
VGT
$148B
$1.05M 0.27%
15,440
+24
+0.2% +$1.81K
IJR icon
29
iShares Core S&P Small-Cap ETF
IJR
$113B
$997K 0.26%
9,531
+1,272
+15% +$144K
ITB icon
30
iShares US Home Construction ETF
ITB
$2.31B
$808K 0.21%
8,491
+59
+0.7% +$6K
IAU icon
31
iShares Gold Trust
IAU
$65.2B
$759K 0.2%
12,873
– –
AMZN icon
32
Amazon
AMZN
$3.01T
$706K 0.18%
3,709
+627
+20% +$136K
BND icon
33
Vanguard Total Bond Market
BND
$158B
$676K 0.17%
9,210
+473
+5% +$34.3K
GS icon
34
Goldman Sachs
GS
$316B
$650K 0.17%
1,190
+5
+0.4% +$3.01K
HD icon
35
Home Depot
HD
$349B
$641K 0.17%
1,749
-12
-0.7% -$4.68K
YUMC icon
36
Yum China
YUMC
$16.4B
$629K 0.16%
12,088
– –
INDA icon
37
iShares MSCI India ETF
INDA
$6.64B
$628K 0.16%
12,208
– –
VB icon
38
Vanguard Morningstar Small-Cap ETF
VB
$82.3B
$587K 0.15%
2,646
+20
+0.8% +$4.78K
JNJ icon
39
Johnson & Johnson
JNJ
$616B
$573K 0.15%
3,457
-20
-0.6% -$3.13K
NVDA icon
40
NVIDIA
NVDA
$5.36T
$522K 0.13%
+4,819
New +$611K
IHI icon
41
iShares US Medical Devices ETF
IHI
$3.35B
$510K 0.13%
8,479
+4
+0% +$248
LPLA icon
42
LPL Financial
LPLA
$28.3B
$505K 0.13%
1,542
+1
+0.1% +$348
WTW icon
43
Willis Towers Watson
WTW
$31.6B
$485K 0.13%
1,436
– –
SYK icon
44
Stryker
SYK
$130B
$456K 0.12%
1,224
+272
+29% +$104K
IWD icon
45
iShares Russell 1000 Value ETF
IWD
$83.5B
$440K 0.11%
2,340
-13
-0.6% -$2.48K
ORCL icon
46
Oracle
ORCL
$416B
$390K 0.1%
2,790
+6
+0.2% +$977
UFEB icon
47
Innovator US Equity Ultra Buffer ETF February
UFEB
$240M
$374K 0.1%
+11,542
New +$383K
GOOG icon
48
Alphabet (Google) Class C
GOOG
$4.64T
$352K 0.09%
2,252
+728
+48% +$133K
VTR icon
49
Ventas
VTR
$46.7B
$350K 0.09%
5,096
– –
PG icon
50
Procter & Gamble
PG
$340B
$349K 0.09%
2,051
+69
+3% +$11.6K
1
2
3

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MCM
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BCM
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MAM
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BCB
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Riverpoint Wealth Management Holdings's Q1 2025 Portfolio in Review

As of Q1 2025, Riverpoint Wealth Management Holdings held 55 positions worth $387M, up 0.99% from $383M the previous quarter. Its ten largest holdings account for 82% of the portfolio.

Riverpoint Wealth Management Holdings's Q1 2025 filing shows 3 new, 35 increased, 7 reduced and 1 closed positions. Its largest new stake was NVIDIA: 4,819 shares worth $522K. The largest sale was Vanguard FTSE Emerging Markets ETF, an estimated $474K.

By sector, the portfolio is most concentrated in Technology at 2.5% of assets, down from 2.7% a quarter earlier, followed by Healthcare and Industrials.

  • Riverpoint Wealth Management Holdings's largest Q1 2025 buy was NVIDIA: 4,819 shares worth $522K.
  • Riverpoint Wealth Management Holdings added most to Schwab International Equity ETF in Q1 2025, an estimated $2.48M increase.
  • Riverpoint Wealth Management Holdings's biggest Q1 2025 reduction was Vanguard FTSE Emerging Markets ETF, cutting an estimated $474K.
  • Riverpoint Wealth Management Holdings fully exited Bank of Montreal in Q1 2025, selling an estimated $201K.
  • Riverpoint Wealth Management Holdings's ten largest holdings make up 82% of its $387M portfolio in Q1 2025.
  • Riverpoint Wealth Management Holdings opened 3 new positions and closed 1 in Q1 2025.
  • Riverpoint Wealth Management Holdings's portfolio value rose 0.99% quarter-over-quarter to $387M.

Based on Riverpoint Wealth Management Holdings's 13F filing for Q1 2025, filed 6 May 2025.