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Riverpoint Wealth Management Holdings, LLC Buys WisdomTree International SmallCap Dividend Fund, Invesco S&P 500 Low Volatility ETF, The Walt Disney Co, Sells iShares S&P Small-Cap 600 Growth ETF, FedEx Corp, Alphabet Inc

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Aug 13, 2019
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Investment company Riverpoint Wealth Management Holdings, LLC (Current Portfolio) buys WisdomTree International SmallCap Dividend Fund, Invesco S&P 500 Low Volatility ETF, The Walt Disney Co, Vanguard S&P Mid-Cap 400 ETF, iShares Core MSCI Emerging Markets ETF, sells iShares S&P Small-Cap 600 Growth ETF, FedEx Corp, Alphabet Inc, JPMorgan Chase during the 3-months ended 2019Q2, according to the most recent filings of the investment company, Riverpoint Wealth Management Holdings, LLC. As of 2019Q2, Riverpoint Wealth Management Holdings, LLC owns 55 stocks with a total value of $169 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/portfolioportfolio

These are the top 5 holdings of Riverpoint Wealth Management Holdings, LLC
  1. Schwab International Equity ETF (SCHF) - 1,064,170 shares, 20.21% of the total portfolio. Shares added by 4.10%
  2. Vanguard Mid-Cap ETF (VO) - 179,771 shares, 17.78% of the total portfolio. Shares added by 2.41%
  3. iShares Core S&P 500 ETF (IVV) - 45,288 shares, 7.90% of the total portfolio. Shares added by 0.20%
  4. Vanguard S&P 500 ETF (VOO) - 39,563 shares, 6.30% of the total portfolio. Shares reduced by 1.8%
  5. Schwab Fundamental U.S. Small Company Index ETF (FNDA) - 247,067 shares, 5.51% of the total portfolio. Shares added by 4.54%
New Purchase: WisdomTree International SmallCap Dividend Fund (DLS)

Riverpoint Wealth Management Holdings, LLC initiated holding in WisdomTree International SmallCap Dividend Fund. The purchase prices were between $62.59 and $66.76, with an estimated average price of $64.85. The stock is now traded at around $60.72. The impact to a portfolio due to this purchase was 0.25%. The holding were 6,540 shares as of .

New Purchase: The Walt Disney Co (DIS)

Riverpoint Wealth Management Holdings, LLC initiated holding in The Walt Disney Co. The purchase prices were between $111.96 and $142.02, with an estimated average price of $132.62. The stock is now traded at around $135.74. The impact to a portfolio due to this purchase was 0.19%. The holding were 2,267 shares as of .

New Purchase: Vanguard S&P Mid-Cap 400 ETF (IVOO)

Riverpoint Wealth Management Holdings, LLC initiated holding in Vanguard S&P Mid-Cap 400 ETF. The purchase prices were between $121.77 and $133.19, with an estimated average price of $128.96. The stock is now traded at around $126.43. The impact to a portfolio due to this purchase was 0.12%. The holding were 1,556 shares as of .

Added: Invesco S&P 500 Low Volatility ETF (SPLV)

Riverpoint Wealth Management Holdings, LLC added to a holding in Invesco S&P 500 Low Volatility ETF by 34.77%. The purchase prices were between $52.28 and $56.09, with an estimated average price of $53.76. The stock is now traded at around $55.71. The impact to a portfolio due to this purchase was 0.22%. The holding were 26,165 shares as of .

Added: iShares Core MSCI Emerging Markets ETF (IEMG)

Riverpoint Wealth Management Holdings, LLC added to a holding in iShares Core MSCI Emerging Markets ETF by 34.83%. The purchase prices were between $47.61 and $53.18, with an estimated average price of $50.68. The stock is now traded at around $47.33. The impact to a portfolio due to this purchase was 0.05%. The holding were 6,960 shares as of .

Added: iShares National Muni Bond ETF (MUB)

Riverpoint Wealth Management Holdings, LLC added to a holding in iShares National Muni Bond ETF by 22.80%. The purchase prices were between $110.67 and $113.09, with an estimated average price of $111.96. The stock is now traded at around $114.95. The impact to a portfolio due to this purchase was 0.04%. The holding were 3,452 shares as of .

Sold Out: Alphabet Inc (GOOGL)

Riverpoint Wealth Management Holdings, LLC sold out a holding in Alphabet Inc. The sale prices were between $1038.74 and $1296.2, with an estimated average price of $1158.78.

Sold Out: FedEx Corp (FDX)

Riverpoint Wealth Management Holdings, LLC sold out a holding in FedEx Corp. The sale prices were between $152.34 and $198.15, with an estimated average price of $175.21.



Here is the complete portfolio of Riverpoint Wealth Management Holdings, LLC. Also check out:

1. Riverpoint Wealth Management Holdings, LLC's Undervalued Stocks
2. Riverpoint Wealth Management Holdings, LLC's Top Growth Companies, and
3. Riverpoint Wealth Management Holdings, LLC's High Yield stocks
4. Stocks that Riverpoint Wealth Management Holdings, LLC keeps buying

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