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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
-0.97%
1 Year Est. Return
+20.39%
3 Year Est. Return
+53.63%
5 Year Est. Return
+48.82%
10 Year Est. Return
–
AUM
$470M
AUM Growth
+$4.37M
Cap. Flow
+$10.6M
Cap. Flow %
2.26%
Top 10 Hldgs %
81.79%
Holding
63
New
4
Increased
36
Reduced
13
Closed
1

Top Buys

Rank Stock Value
1
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$2.84M
2
FBND icon
Fidelity Total Bond ETF
FBND
+$1.76M
3
EMGF icon
iShares Emerging Markets Equity Factor ETF
EMGF
+$1.47M
4
FREL icon
Fidelity MSCI Real Estate Index ETF
FREL
+$837K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$779K

Top Sells

Rank Stock Value
1
VHT icon
Vanguard Health Care ETF
VHT
+$210K
2
IAU icon
iShares Gold Trust
IAU
+$192K
3
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$183K
4
QUS icon
State Street SPDR MSCI USA StrategicFactors ETF
QUS
+$109K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$74.2K

Sector Composition

Rank Sector Weight
1 Technology 1.51%
2 Industrials 0.75%
3 Healthcare 0.65%
4 Financials 0.5%
5 Consumer Discretionary 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EMGF icon
26
iShares Emerging Markets Equity Factor ETF
EMGF
$1.88B
$1.43M 0.3%
+23,613
New +$1.47M
IJR icon
27
iShares Core S&P Small-Cap ETF
IJR
$113B
$1.41M 0.3%
11,325
+47
+0.4% +$5.97K
SPYV icon
28
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.8B
$1.41M 0.3%
24,839
+81
+0.3% +$4.7K
QUS icon
29
State Street SPDR MSCI USA StrategicFactors ETF
QUS
$1.56B
$1.4M 0.3%
8,151
-620
-7% -$109K
VGT icon
30
Vanguard Information Technology ETF
VGT
$147B
$1.35M 0.29%
15,496
+16
+0.1% +$1.47K
GS icon
31
Goldman Sachs
GS
$313B
$973K 0.21%
1,150
+5
+0.4% +$4.46K
IAU icon
32
iShares Gold Trust
IAU
$63.6B
$950K 0.2%
10,779
-2,094
-16% -$192K
NVDA icon
33
NVIDIA
NVDA
$5.11T
$916K 0.2%
5,254
+91
+2% +$16.7K
JNJ icon
34
Johnson & Johnson
JNJ
$611B
$797K 0.17%
3,260
-16
-0.5% -$3.73K
ITB icon
35
iShares US Home Construction ETF
ITB
$2.31B
$778K 0.17%
8,596
+17
+0.2% +$1.74K
YUMC icon
36
Yum China
YUMC
$16.5B
$777K 0.17%
15,925
– –
AMZN icon
37
Amazon
AMZN
$3.01T
$775K 0.17%
3,723
– –
VB icon
38
Vanguard Morningstar Small-Cap ETF
VB
$82.1B
$727K 0.15%
2,774
+20
+0.7% +$5.41K
APOG icon
39
Apogee Enterprises
APOG
$890M
$696K 0.15%
20,754
– –
ACN icon
40
Accenture
ACN
$102B
$663K 0.14%
3,345
-5
-0.1% -$1.17K
BND icon
41
Vanguard Total Bond Market
BND
$158B
$662K 0.14%
8,984
+449
+5% +$33.3K
GOOG icon
42
Alphabet (Google) Class C
GOOG
$4.58T
$600K 0.13%
2,090
-76
-4% -$23.9K
HD icon
43
Home Depot
HD
$349B
$579K 0.12%
1,760
+12
+0.7% +$4.37K
INDA icon
44
iShares MSCI India ETF
INDA
$6.64B
$572K 0.12%
12,208
– –
WTW icon
45
Willis Towers Watson
WTW
$31.4B
$474K 0.1%
1,630
+194
+14% +$59.5K
IHI icon
46
iShares US Medical Devices ETF
IHI
$3.35B
$454K 0.1%
8,511
+7
+0.1% +$411
UFEB icon
47
Innovator US Equity Ultra Buffer ETF February
UFEB
$240M
$398K 0.08%
10,976
-566
-5% -$20.9K
VTR icon
48
Ventas
VTR
$46.2B
$393K 0.08%
4,811
– –
IWD icon
49
iShares Russell 1000 Value ETF
IWD
$83.3B
$392K 0.08%
1,833
– –
LPLA icon
50
LPL Financial
LPLA
$27.9B
$383K 0.08%
1,273
+1
+0.1% +$336
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 Q1 2026 Portfolio in Review

As of Q1 2026, Riverpoint Wealth Management Holdings held 63 positions worth $470M, up 0.94% from $466M the previous quarter. Its ten largest holdings account for 82% of the portfolio.

Riverpoint Wealth Management Holdings's Q1 2026 filing shows 4 new, 36 increased, 13 reduced and 1 closed positions. Its largest new stake was Avantis Emerging Markets Equity ETF: 34,219 shares worth $2.76M. The largest sale was Vanguard Health Care ETF, an estimated $210K.

By sector, the portfolio is most concentrated in Technology at 1.5% of assets, down from 1.8% a quarter earlier, followed by Industrials and Healthcare.

  • Riverpoint Wealth Management Holdings's largest Q1 2026 buy was Avantis Emerging Markets Equity ETF: 34,219 shares worth $2.76M.
  • Riverpoint Wealth Management Holdings added most to Fidelity Total Bond ETF in Q1 2026, an estimated $1.76M increase.
  • Riverpoint Wealth Management Holdings's biggest Q1 2026 reduction was iShares Gold Trust, cutting an estimated $192K.
  • Riverpoint Wealth Management Holdings fully exited Vanguard Health Care ETF in Q1 2026, selling an estimated $210K.
  • Riverpoint Wealth Management Holdings's ten largest holdings make up 82% of its $470M portfolio in Q1 2026.
  • Riverpoint Wealth Management Holdings opened 4 new positions and closed 1 in Q1 2026.
  • Riverpoint Wealth Management Holdings's portfolio value rose 0.94% quarter-over-quarter to $470M.

Based on Riverpoint Wealth Management Holdings's 13F filing for Q1 2026, filed 4 May 2026.