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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
GSLC icon
1
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.8B
$80.9M 17.21%
646,369
+4,307
+0.7% +$565K
SCHF icon
2
Schwab International Equity ETF
SCHF
$64.9B
$57.6M 12.26%
2,328,048
-2,442
-0.1% -$62.1K
VEA icon
3
Vanguard FTSE Developed Markets ETF
VEA
$223B
$55.1M 11.71%
859,108
-1,124
-0.1% -$74.2K
VO icon
4
Vanguard Morningstar Mid-Cap ETF
VO
$106B
$50.2M 10.68%
699,068
+10,032
+1% +$745K
FNDA icon
5
Schwab Fundamental US Small Company Index ETF
FNDA
$9.1B
$37.5M 7.99%
1,157,772
+14,946
+1% +$500K
IVV icon
6
iShares Core S&P 500 ETF
IVV
$858B
$26.4M 5.61%
40,379
+634
+2% +$433K
FBND icon
7
Fidelity Total Bond ETF
FBND
$27.1B
$23.8M 5.07%
522,603
+38,218
+8% +$1.76M
VOO icon
8
Vanguard S&P 500 ETF
VOO
$956B
$23M 4.89%
38,423
+1,041
+3% +$651K
VV icon
9
Vanguard Morningstar Large-Cap ETF
VV
$51.2B
$15M 3.19%
50,232
-118
-0.2% -$36.9K
FREL icon
10
Fidelity MSCI Real Estate Index ETF
FREL
$1.53B
$15M 3.18%
555,858
+30,075
+6% +$837K
IJH icon
11
iShares Core S&P Mid-Cap ETF
IJH
$121B
$13.8M 2.93%
204,136
+5,139
+3% +$356K
VNQ icon
12
Vanguard Real Estate ETF
VNQ
$39.9B
$10.1M 2.15%
114,145
-151
-0.1% -$13.8K
SCHP icon
13
Schwab US TIPS ETF
SCHP
$16.4B
$7.2M 1.53%
270,587
+29,181
+12% +$779K
VIG icon
14
Vanguard Dividend Appreciation ETF
VIG
$111B
$4.12M 0.88%
19,148
+52
+0.3% +$11.6K
XLV icon
15
State Street Health Care Select Sector SPDR ETF
XLV
$42.9B
$3.92M 0.83%
26,739
+74
+0.3% +$11.4K
AAPL icon
16
Apple
AAPL
$4.97T
$3.09M 0.66%
12,176
+6
+0% +$1.56K
AVEM icon
17
Avantis Emerging Markets Equity ETF
AVEM
$24.4B
$2.76M 0.59%
+34,219
New +$2.84M
IWB icon
18
iShares Russell 1000 ETF
IWB
$47.1B
$2.73M 0.58%
7,659
+18
+0.2% +$6.71K
THR
19
DELISTED
Thermon Group Holdings
THR
$2.63M 0.56%
52,108
+740
+1% +$34.5K
IWM icon
20
iShares Russell 2000 ETF
IWM
$79.1B
$2.42M 0.51%
9,749
+16
+0.2% +$4.13K
MSFT icon
21
Microsoft
MSFT
$2.9T
$2.05M 0.44%
5,543
+26
+0.5% +$10.9K
SCHX icon
22
Schwab US Large- Cap ETF
SCHX
$70.3B
$2.05M 0.44%
79,820
+26
+0% +$697
VWO icon
23
Vanguard FTSE Emerging Markets ETF
VWO
$117B
$2.03M 0.43%
37,566
-3,270
-8% -$183K
ABBV icon
24
AbbVie
ABBV
$465B
$1.88M 0.4%
8,639
-23
-0.3% -$5.1K
IWF icon
25
iShares Russell 1000 Growth ETF
IWF
$117B
$1.48M 0.32%
13,896
+8
+0.1% +$908
1
2 3

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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.