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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
IBIT icon
51
iShares Bitcoin Trust
IBIT
$47.4B
$300K 0.08%
+6,401
New +$339K
VHT icon
52
Vanguard Health Care ETF
VHT
$18.4B
$261K 0.07%
985
+2
+0.2% +$533
IWS icon
53
iShares Russell Mid-Cap Value ETF
IWS
$15.8B
$256K 0.07%
2,035
– –
VTI icon
54
Vanguard Morningstar Total Stock Market ETF
VTI
$680B
$222K 0.06%
807
+20
+3% +$5.81K
BMO icon
55
Bank of Montreal
BMO
$127B
– –
-2,075
Closed -$201K
1 2
3

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MAM
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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.