Find Institutional Investor
Institutional Investor
Browse Institutional Investors
Time Period
Activity
Security Type
Top Percentile
?
Use this filter to see holdings within a selected percentile portfolio.

For example, click 10 to show only holdings in the top 10 percentile.

100908070605040302010%
Sectors
?
Use the pull down list to add one or more sectors to the space below and click Apply to filter out the holdings that belong to your selected sector(s).
 
Stock Style
?
Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
7
0
1
1
0
0
7
0
0
RIVERPOINT WEALTH MANAGEMENT HOLDINGS LLC

Time Period2019-06-30

Total Holdings64

Total Value ($x1000)219,399
Activities
New3

Increased39

Unchanged9

Decreased13

Sold Out2

Top 10 Stock Holdingstotal 73.55%
SCHF15.56

GSLC15.17

VO13.7

IVV6.08

VOO4.85

 
FNDA4.24

FTA4.18

VEA4.02

FREL2.99

VV2.76

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SCHF
15.56%
INTL EQTY ETF
GSLC
15.17%
EQUITY ETF
VO
13.7%
MID CAP ETF
IVV
6.08%
CORE S&P500 ETF
VOO
4.85%
SHS
FNDA
4.24%
SCHWAB FDT US SC
FTA
4.18%
COM SHS
VEA
4.02%
FTSE DEV MKT ETF
FREL
2.99%
MSCI RL EST ETF
VV
2.76%
LARGE CAP ETF
IJR
2.24%
CORE S&P SCP ETF
GSIE
2.16%
ACTIVEBETA INT
XLV
2.16%
SBI HEALTHCARE
IVW
1.75%
S&P 500 GRWT ETF
VUG
1.56%
GROWTH ETF
FTC
1.09%
COM SHS
VIG
1.05%
DIV APP ETF
INTF
0.92%
FCTSL MSCI INT
IWB
0.91%
RUS 1000 ETF
VWO
0.87%
FTSE EMR MKT ETF
MTUM
0.8%
MSCI USAMOMFCT
ACN
0.74%
SHS CLASS A
PWV
0.68%
DYNMC LRG VALU
SPLV
0.66%
S&P500 LOW VOL
XLK
0.57%
TECHNOLOGY
IJH
0.55%
CORE S&P MCP ETF
EFA
0.53%
MSCI EAFE ETF
IWM
0.45%
RUSSELL 2000 ETF
AAPL
0.42%
COM
MBB
0.4%
MBS ETF
MEAR
0.35%
SHR MAT MU ETF
EEM
0.35%
MSCI EMG MKT ETF
LQDH
0.31%
INT RT HDG C B
PWB
0.27%
DYNMC LRG GWTH
JNJ
0.24%
COM
HD
0.21%
COM
VB
0.21%
SMALL CP ETF
VEU
0.21%
ALLWRLD EX US
INDA
0.2%
MSCI INDIA ETF
DLS
0.19%
INTL SMCAP DIV
VGT
0.19%
INF TECH ETF
IJT
0.19%
SP SMCP600GR ETF
ORCL
0.18%
COM
MUB
0.18%
NAT AMT FREE BD
BRK.B
0.18%
CL B NEW
IEMG
0.16%
CORE MSCI EMKT
XOM
0.16%
COM
IAU
0.15%
ISHARES
IHI
0.15%
U.S. MED DVC ETF
VNQ
0.15%
REIT ETF
PG
0.15%
COM
ITB
0.15%
US HOME CONS ETF
DIS
0.14%
COM DISNEY
GS
0.14%
COM
WTFC
0.14%
COM
TDIV
0.13%
NASD TECH DIV
IWF
0.13%
RUS 1000 GRW ETF
JPM
0.11%
COM
MA
0.11%
CL A
AMZN
0.11%
COM
MSFT
0.11%
COM
BA
0.1%
COM
IVOO
0.09%
MIDCP 400 IDX
AMLP
0.09%
ALERIAN MLP
GOOGL
0.1%
CAP STK CL A
FDX
0.1%
COM