Riverpoint Wealth Management Holdings, LLC Buys Fidelity MSCI Real Estate Index ETF, BTC iShares S&P 500 Growth ETF, BTC iShares MSCI Intl Momentum Factor ETF, Sells BTC iShares Core MSCI Europe ETF, BTC iShares Core MSCI Emerging Markets ETF

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Investment company Riverpoint Wealth Management Holdings, LLC (Current Portfolio) buys Fidelity MSCI Real Estate Index ETF, BTC iShares S&P 500 Growth ETF, BTC iShares MSCI Intl Momentum Factor ETF, Vanguard FTSE Pacific ETF, Nike Inc, sells BTC iShares Core MSCI Europe ETF, BTC iShares Core MSCI Emerging Markets ETF during the 3-months ended 2020Q4, according to the most recent filings of the investment company, Riverpoint Wealth Management Holdings, LLC. As of 2020Q4, Riverpoint Wealth Management Holdings, LLC owns 77 stocks with a total value of $312 million. These are the details of the buys and sells.

For the details of Riverpoint Wealth Management Holdings, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/riverpoint+wealth+management+holdings%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Riverpoint Wealth Management Holdings, LLC
  1. Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF (GSLC) - 690,361 shares, 16.76% of the total portfolio. Shares reduced by 1.58%
  2. Vanguard Mid-Cap ETF (VO) - 177,536 shares, 11.77% of the total portfolio. Shares reduced by 0.01%
  3. Vanguard FTSE Developed Markets ETF (VEA) - 627,877 shares, 9.51% of the total portfolio. Shares added by 0.46%
  4. CSIM Schwab International Equity ETF (SCHF) - 776,146 shares, 8.96% of the total portfolio. Shares added by 2.89%
  5. CSIM Schwab Fundamental U.S. Small Company Index E (FNDA) - 453,631 shares, 6.24% of the total portfolio. Shares added by 1.45%
New Purchase: Fidelity MSCI Real Estate Index ETF (FREL)

Riverpoint Wealth Management Holdings, LLC initiated holding in Fidelity MSCI Real Estate Index ETF. The purchase prices were between $22.35 and $25.51, with an estimated average price of $24.43. The stock is now traded at around $27.040000. The impact to a portfolio due to this purchase was 2.47%. The holding were 303,604 shares as of 2020-12-31.

New Purchase: BTC iShares MSCI Intl Momentum Factor ETF (IMTM)

Riverpoint Wealth Management Holdings, LLC initiated holding in BTC iShares MSCI Intl Momentum Factor ETF. The purchase prices were between $32.6 and $37.94, with an estimated average price of $35.22. The stock is now traded at around $38.710000. The impact to a portfolio due to this purchase was 0.56%. The holding were 46,638 shares as of 2020-12-31.

New Purchase: Vanguard FTSE Pacific ETF (VPL)

Riverpoint Wealth Management Holdings, LLC initiated holding in Vanguard FTSE Pacific ETF. The purchase prices were between $67.3 and $79.59, with an estimated average price of $73.73. The stock is now traded at around $83.890000. The impact to a portfolio due to this purchase was 0.09%. The holding were 3,337 shares as of 2020-12-31.

New Purchase: Wintrust Financial Corp (WTFC)

Riverpoint Wealth Management Holdings, LLC initiated holding in Wintrust Financial Corp. The purchase prices were between $42.84 and $62.47, with an estimated average price of $54. The stock is now traded at around $72.650000. The impact to a portfolio due to this purchase was 0.07%. The holding were 3,786 shares as of 2020-12-31.

New Purchase: Nike Inc (NKE)

Riverpoint Wealth Management Holdings, LLC initiated holding in Nike Inc. The purchase prices were between $120.08 and $144.02, with an estimated average price of $132.58. The stock is now traded at around $135.620000. The impact to a portfolio due to this purchase was 0.07%. The holding were 1,476 shares as of 2020-12-31.

New Purchase: Vanguard Health Care ETF (VHT)

Riverpoint Wealth Management Holdings, LLC initiated holding in Vanguard Health Care ETF. The purchase prices were between $198.15 and $223.73, with an estimated average price of $214.01. The stock is now traded at around $227.100000. The impact to a portfolio due to this purchase was 0.07%. The holding were 943 shares as of 2020-12-31.

Added: BTC iShares S&P 500 Growth ETF (IVW)

Riverpoint Wealth Management Holdings, LLC added to a holding in BTC iShares S&P 500 Growth ETF by 299.15%. The purchase prices were between $56.04 and $63.82, with an estimated average price of $60.56. The stock is now traded at around $64.530000. The impact to a portfolio due to this purchase was 1.24%. The holding were 80,500 shares as of 2020-12-31.

Sold Out: BTC iShares Core MSCI Europe ETF (IEUR)

Riverpoint Wealth Management Holdings, LLC sold out a holding in BTC iShares Core MSCI Europe ETF. The sale prices were between $41.98 and $51.91, with an estimated average price of $47.69.



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