We are live on
!
Find out more
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
(+9.8%)
Cap. Flow
+$6.92M
Cap. Flow
% of AUM
1.63%
Top 10 Holdings %
Top 10 Hldgs %
82.31%
Holding
57
New
3
Increased
31
Reduced
13
Closed
3
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Schwab US TIPS ETF
SCHP
|
+$3.77M |
| 2 |
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
|
+$2.19M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$1.63M |
| 4 |
Vanguard Morningstar Mid-Cap ETF
VO
|
+$1.42M |
| 5 |
Schwab Fundamental US Small Company Index ETF
FNDA
|
+$1.03M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Fidelity Total Bond ETF
FBND
|
+$2.26M |
| 2 |
State Street Health Care Select Sector SPDR ETF
XLV
|
+$922K |
| 3 |
iShares Gold Trust
IAU
|
+$759K |
| 4 |
Innovator US Equity Ultra Buffer ETF February
UFEB
|
+$374K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
51
Vanguard Health Care ETF
VHT
$18.1B
| $246K | 0.06% |
989
+4
| +0.4% | +$989 |
|
52
Vanguard Morningstar Total Stock Market ETF
VTI
$670B
| $245K | 0.06% |
807
| – | – |
|
53
State Street Technology Select Sector SPDR ETF
XLK
$117B
| $242K | 0.06% |
+1,908
| New | +$212K |
|
54
Bank of Montreal
BMO
$126B
| $230K | 0.05% |
+2,075
| New | +$209K |
|
|
55
iShares Gold Trust
IAU
$62.9B
| – | – |
-12,873
| Closed | -$759K |
|
|
56
iShares Bitcoin Trust
IBIT
$47B
| – | – |
-6,401
| Closed | -$300K |
|
|
57
Innovator US Equity Ultra Buffer ETF February
UFEB
$239M
| – | – |
-11,542
| Closed | -$374K |
|
Similar funds
FSA
HCM
MCM
BCM
WCA
MAM
BCB
V
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.