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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
+8.28%
1 Year Est. Return
+20.39%
3 Year Est. Return
+53.63%
5 Year Est. Return
+48.82%
10 Year Est. Return
–
AUM
$425M
AUM Growth
+$38M
Cap. Flow
+$6.92M
Cap. Flow %
1.63%
Top 10 Hldgs %
82.31%
Holding
57
New
3
Increased
31
Reduced
13
Closed
3

Top Buys

Rank Stock Value
1
SCHP icon
Schwab US TIPS ETF
SCHP
+$3.77M
2
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$2.19M
3
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.63M
4
VO icon
Vanguard Morningstar Mid-Cap ETF
VO
+$1.42M
5
FNDA icon
Schwab Fundamental US Small Company Index ETF
FNDA
+$1.03M

Top Sells

Rank Stock Value
1
FBND icon
Fidelity Total Bond ETF
FBND
+$2.26M
2
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$922K
3
IAU icon
iShares Gold Trust
IAU
+$759K
4
UFEB icon
Innovator US Equity Ultra Buffer ETF February
UFEB
+$374K
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$300K

Sector Composition

Rank Sector Weight
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
IWF icon
26
iShares Russell 1000 Growth ETF
IWF
$121B
$1.46M 0.34%
13,716
+8
+0.1% +$765
THR
27
DELISTED
Thermon Group Holdings
THR
$1.39M 0.33%
49,530
+843
+2% +$22.8K
VGT icon
28
Vanguard Information Technology ETF
VGT
$139B
$1.28M 0.3%
15,448
+8
+0.1% +$582
IJR icon
29
iShares Core S&P Small-Cap ETF
IJR
$109B
$1.15M 0.27%
10,511
+980
+10% +$101K
GS icon
30
Goldman Sachs
GS
$300B
$846K 0.2%
1,195
+5
+0.4% +$2.9K
NVDA icon
31
NVIDIA
NVDA
$4.86T
$844K 0.2%
5,340
+521
+11% +$65.6K
APOG icon
32
Apogee Enterprises
APOG
$826M
$843K 0.2%
20,754
-5,000
-19% -$206K
AMZN icon
33
Amazon
AMZN
$2.92T
$817K 0.19%
3,723
+14
+0.4% +$2.77K
ITB icon
34
iShares US Home Construction ETF
ITB
$2.26B
$797K 0.19%
8,554
+63
+0.7% +$5.76K
YUMC icon
35
Yum China
YUMC
$16.5B
$712K 0.17%
15,925
+3,837
+32% +$172K
INDA icon
36
iShares MSCI India ETF
INDA
$6.89B
$680K 0.16%
12,208
– –
BND icon
37
Vanguard Total Bond Market
BND
$157B
$666K 0.16%
9,052
-158
-2% -$11.5K
VB icon
38
Vanguard Morningstar Small-Cap ETF
VB
$79.5B
$646K 0.15%
2,727
+81
+3% +$18.1K
HD icon
39
Home Depot
HD
$331B
$645K 0.15%
1,759
+10
+0.6% +$3.62K
ORCL icon
40
Oracle
ORCL
$374B
$612K 0.14%
2,800
+10
+0.4% +$1.61K
LPLA icon
41
LPL Financial
LPLA
$28.3B
$579K 0.14%
1,543
+1
+0.1% +$350
JNJ icon
42
Johnson & Johnson
JNJ
$618B
$532K 0.13%
3,482
+25
+0.7% +$3.84K
IHI icon
43
iShares US Medical Devices ETF
IHI
$3.13B
$532K 0.13%
8,487
+8
+0.1% +$481
SYK icon
44
Stryker
SYK
$125B
$507K 0.12%
1,283
+59
+5% +$22.1K
IWD icon
45
iShares Russell 1000 Value ETF
IWD
$82.2B
$454K 0.11%
2,340
– –
WTW icon
46
Willis Towers Watson
WTW
$31.2B
$440K 0.1%
1,436
– –
GOOG icon
47
Alphabet (Google) Class C
GOOG
$4.36T
$396K 0.09%
2,230
-22
-1% -$3.64K
PG icon
48
Procter & Gamble
PG
$336B
$328K 0.08%
2,058
+7
+0.3% +$1.14K
VTR icon
49
Ventas
VTR
$48B
$322K 0.08%
5,096
– –
IWS icon
50
iShares Russell Mid-Cap Value ETF
IWS
$15.6B
$269K 0.06%
2,035
– –
1
2
3

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MCM
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BCM
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WCA
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MAM
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BCB
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Riverpoint Wealth Management Holdings's Q2 2025 Portfolio in Review

As of Q2 2025, Riverpoint Wealth Management Holdings held 57 positions worth $425M, up 9.8% from $387M the previous quarter. Its ten largest holdings account for 82% of the portfolio.

Riverpoint Wealth Management Holdings's Q2 2025 filing shows 3 new, 31 increased, 13 reduced and 3 closed positions. Its largest new stake was Schwab US TIPS ETF: 142,664 shares worth $3.81M. The largest sale was Fidelity Total Bond ETF, an estimated $2.26M.

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

  • Riverpoint Wealth Management Holdings's largest Q2 2025 buy was Schwab US TIPS ETF: 142,664 shares worth $3.81M.
  • Riverpoint Wealth Management Holdings added most to Goldman Sachs ActiveBeta US Large Cap Equity ETF in Q2 2025, an estimated $2.19M increase.
  • Riverpoint Wealth Management Holdings's biggest Q2 2025 reduction was Fidelity Total Bond ETF, cutting an estimated $2.26M.
  • Riverpoint Wealth Management Holdings fully exited iShares Gold Trust in Q2 2025, selling an estimated $759K.
  • Riverpoint Wealth Management Holdings's ten largest holdings make up 82% of its $425M portfolio in Q2 2025.
  • Riverpoint Wealth Management Holdings opened 3 new positions and closed 3 in Q2 2025.
  • Riverpoint Wealth Management Holdings's portfolio value rose 9.8% quarter-over-quarter to $425M.

Based on Riverpoint Wealth Management Holdings's 13F filing for Q2 2025, filed 25 Jul 2025.