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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
(+0.94%)
Cap. Flow
+$10.6M
Cap. Flow
% of AUM
2.26%
Top 10 Holdings %
Top 10 Hldgs %
81.79%
Holding
63
New
4
Increased
36
Reduced
13
Closed
1
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Avantis Emerging Markets Equity ETF
AVEM
|
+$2.84M |
| 2 |
Fidelity Total Bond ETF
FBND
|
+$1.76M |
| 3 |
iShares Emerging Markets Equity Factor ETF
EMGF
|
+$1.47M |
| 4 |
Fidelity MSCI Real Estate Index ETF
FREL
|
+$837K |
| 5 |
Schwab US TIPS ETF
SCHP
|
+$779K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Health Care ETF
VHT
|
+$210K |
| 2 |
iShares Gold Trust
IAU
|
+$192K |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$183K |
| 4 |
State Street SPDR MSCI USA StrategicFactors ETF
QUS
|
+$109K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
51
Stryker
SYK
$129B
| $368K | 0.08% |
1,120
+3
| +0.3% | +$1.08K |
|
52
Oracle
ORCL
$416B
| $363K | 0.08% |
2,468
+7
| +0.3% | +$1.14K |
|
53
iShares Russell Mid-Cap Value ETF
IWS
$15.9B
| $297K | 0.06% |
2,035
| – | – |
|
54
iShares Bitcoin Trust
IBIT
$47.8B
| $294K | 0.06% |
7,658
+136
| +2% | +$5.89K |
|
55
Procter & Gamble
PG
$341B
| $291K | 0.06% |
2,015
+4
| +0.2% | +$606 |
|
56
Bank of Montreal
BMO
$127B
| $281K | 0.06% |
2,075
| – | – |
|
57
Alphabet (Google) Class A
GOOGL
$4.43T
| $278K | 0.06% |
967
-55
| -5% | -$17.3K |
|
58
Vanguard Morningstar Total Stock Market ETF
VTI
$681B
| $261K | 0.06% |
814
| – | – |
|
59
State Street Technology Select Sector SPDR ETF
XLK
$122B
| $255K | 0.05% |
1,915
+2
| +0.1% | +$282 |
|
60
ExxonMobil
XOM
$628B
| $232K | 0.05% |
+1,369
| New | +$200K |
|
61
Wintrust Financial
WTFC
$10.9B
| $224K | 0.05% |
1,611
+6
| +0.4% | +$870 |
|
62
FedEx
FDX
$73.5B
| $215K | 0.05% |
+604
| New | +$210K |
|
|
63
Vanguard Health Care ETF
VHT
$18.4B
| – | – |
-731
| Closed | -$210K |
|
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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.