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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
+6.16%
1 Year Est. Return
+20.39%
3 Year Est. Return
+53.63%
5 Year Est. Return
+48.82%
10 Year Est. Return
–
AUM
$455M
AUM Growth
+$29.9M
(+7%)
Cap. Flow
+$4.27M
Cap. Flow
% of AUM
0.94%
Top 10 Holdings %
Top 10 Hldgs %
82.02%
Holding
59
New
5
Increased
24
Reduced
19
Closed
1
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Schwab US TIPS ETF
SCHP
|
+$1.61M |
| 2 |
Fidelity MSCI Real Estate Index ETF
FREL
|
+$841K |
| 3 |
iShares Gold Trust
IAU
|
+$840K |
| 4 |
Fidelity Total Bond ETF
FBND
|
+$601K |
| 5 |
iShares Bitcoin Trust
IBIT
|
+$486K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
|
+$533K |
| 2 |
iShares Russell 1000 ETF
IWB
|
+$502K |
| 3 |
Vanguard Health Care ETF
VHT
|
+$246K |
| 4 |
Schwab US Large- Cap ETF
SCHX
|
+$193K |
| 5 |
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
|
+$162K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 2.38% |
| 2 | Healthcare | 0.67% |
| 3 | Financials | 0.54% |
| 4 | Industrials | 0.49% |
| 5 | Consumer Discretionary | 0.48% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Ventas
VTR
$47.3B
| $357K | 0.08% |
5,096
| – | – |
|
52
Procter & Gamble
PG
$340B
| $312K | 0.07% |
2,031
-27
| -1% | -$4.22K |
|
53
iShares Russell Mid-Cap Value ETF
IWS
$15.8B
| $284K | 0.06% |
2,035
| – | – |
|
54
Bank of Montreal
BMO
$127B
| $270K | 0.06% |
2,075
| – | – |
|
55
State Street Technology Select Sector SPDR ETF
XLK
$123B
| $269K | 0.06% |
1,910
+2
| +0.1% | +$265 |
|
56
Vanguard Morningstar Total Stock Market ETF
VTI
$680B
| $266K | 0.06% |
809
+2
| +0.2% | +$632 |
|
57
Alphabet (Google) Class A
GOOGL
$4.38T
| $251K | 0.06% |
+1,032
| New | +$216K |
|
58
Wintrust Financial
WTFC
$10.8B
| $212K | 0.05% |
+1,599
| New | +$211K |
|
|
59
Vanguard Health Care ETF
VHT
$18.3B
| – | – |
-989
| Closed | -$246K |
|
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Riverpoint Wealth Management Holdings's Q3 2025 Portfolio in Review
As of Q3 2025, Riverpoint Wealth Management Holdings held 59 positions worth $455M, up 7% from $425M the previous quarter. Its ten largest holdings account for 82% of the portfolio.
Riverpoint Wealth Management Holdings's Q3 2025 filing shows 5 new, 24 increased, 19 reduced and 1 closed positions. Its largest new stake was iShares Gold Trust: 12,873 shares worth $937K. The largest sale was Goldman Sachs ActiveBeta US Large Cap Equity ETF, an estimated $533K.
By sector, the portfolio is most concentrated in Technology at 2.4% of assets, down from 2.5% a quarter earlier, followed by Healthcare and Financials.
- Riverpoint Wealth Management Holdings's largest Q3 2025 buy was iShares Gold Trust: 12,873 shares worth $937K.
- Riverpoint Wealth Management Holdings added most to Schwab US TIPS ETF in Q3 2025, an estimated $1.61M increase.
- Riverpoint Wealth Management Holdings's biggest Q3 2025 reduction was Goldman Sachs ActiveBeta US Large Cap Equity ETF, cutting an estimated $533K.
- Riverpoint Wealth Management Holdings fully exited Vanguard Health Care ETF in Q3 2025, selling an estimated $246K.
- Riverpoint Wealth Management Holdings's ten largest holdings make up 82% of its $455M portfolio in Q3 2025.
- Riverpoint Wealth Management Holdings opened 5 new positions and closed 1 in Q3 2025.
- Riverpoint Wealth Management Holdings's portfolio value rose 7% quarter-over-quarter to $455M.
Based on Riverpoint Wealth Management Holdings's 13F filing for Q3 2025, filed 5 Nov 2025.