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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
+12.59%
1 Year Est. Return
+20.39%
3 Year Est. Return
+53.63%
5 Year Est. Return
+48.82%
10 Year Est. Return
–
AUM
$544M
AUM Growth
+$74.3M
Cap. Flow
+$17.3M
Cap. Flow %
3.18%
Top 10 Hldgs %
80.23%
Holding
65
New
3
Increased
34
Reduced
14
Closed
4

Top Buys

Rank Stock Value
1
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$11M
2
CECO icon
Ceco Environmental
CECO
+$2.85M
3
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$1.72M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$1.33M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.03M

Top Sells

Rank Stock Value
1
THR
Thermon Group Holdings
THR
+$2.63M
2
APOG icon
Apogee Enterprises
APOG
+$696K
3
IVV icon
iShares Core S&P 500 ETF
IVV
+$607K
4
XOM icon
ExxonMobil
XOM
+$232K
5
FDX icon
FedEx
FDX
+$215K

Sector Composition

Rank Sector Weight
1 Technology 1.35%
2 Healthcare 0.62%
3 Industrials 0.6%
4 Financials 0.45%
5 Consumer Discretionary 0.39%
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
$15.1B
$93.5M 17.17%
658,842
+12,473
+2% +$1.72M
SCHF icon
2
Schwab International Equity ETF
SCHF
$66.6B
$64.3M 11.82%
2,322,186
-5,862
-0.3% -$158K
VEA icon
3
Vanguard FTSE Developed Markets ETF
VEA
$229B
$61.4M 11.28%
861,421
+2,313
+0.3% +$161K
VO icon
4
Vanguard Morningstar Mid-Cap ETF
VO
$106B
$56.9M 10.45%
706,160
+7,092
+1% +$550K
FNDA icon
5
Schwab Fundamental US Small Company Index ETF
FNDA
$9.12B
$44.7M 8.21%
1,174,381
+16,609
+1% +$592K
IVV icon
6
iShares Core S&P 500 ETF
IVV
$878B
$29.6M 5.44%
39,545
-834
-2% -$607K
VOO icon
7
Vanguard S&P 500 ETF
VOO
$979B
$26.8M 4.92%
39,014
+591
+2% +$394K
FBND icon
8
Fidelity Total Bond ETF
FBND
$26.9B
$25.1M 4.61%
551,758
+29,155
+6% +$1.33M
VV icon
9
Vanguard Morningstar Large-Cap ETF
VV
$52.4B
$17.6M 3.23%
51,059
+827
+2% +$276K
IJH icon
10
iShares Core S&P Mid-Cap ETF
IJH
$122B
$16.8M 3.09%
218,200
+14,064
+7% +$1.03M
FREL icon
11
Fidelity MSCI Real Estate Index ETF
FREL
$1.5B
$16.8M 3.09%
574,099
+18,241
+3% +$529K
AVEM icon
12
Avantis Emerging Markets Equity ETF
AVEM
$25.4B
$14.8M 2.73%
153,774
+119,555
+349% +$11M
VNQ icon
13
Vanguard Real Estate ETF
VNQ
$39.2B
$11.2M 2.06%
116,267
+2,122
+2% +$203K
SCHP icon
14
Schwab US TIPS ETF
SCHP
$16.3B
$7.98M 1.47%
301,276
+30,689
+11% +$819K
VIG icon
15
Vanguard Dividend Appreciation ETF
VIG
$111B
$4.54M 0.83%
19,205
+57
+0.3% +$13.1K
XLV icon
16
State Street Health Care Select Sector SPDR ETF
XLV
$41.9B
$4.22M 0.78%
26,612
-127
-0.5% -$18.9K
AAPL icon
17
Apple
AAPL
$4.54T
$3.47M 0.64%
11,985
-191
-2% -$54.6K
CECO icon
18
Ceco Environmental
CECO
$3.85B
$3.27M 0.6%
+36,005
New +$2.85M
IWB icon
19
iShares Russell 1000 ETF
IWB
$48.2B
$3.14M 0.58%
7,675
+16
+0.2% +$6.34K
IWM icon
20
iShares Russell 2000 ETF
IWM
$79.8B
$2.94M 0.54%
9,771
+22
+0.2% +$6.18K
SCHX icon
21
Schwab US Large- Cap ETF
SCHX
$71.8B
$2.35M 0.43%
79,842
+22
+0% +$628
ABBV icon
22
AbbVie
ABBV
$443B
$2.19M 0.4%
8,709
+70
+0.8% +$15.1K
VWO icon
23
Vanguard FTSE Emerging Markets ETF
VWO
$121B
$2.15M 0.39%
36,003
-1,563
-4% -$91.9K
MSFT icon
24
Microsoft
MSFT
$3.45T
$2.05M 0.38%
5,496
-47
-0.8% -$19K
IWF icon
25
iShares Russell 1000 Growth ETF
IWF
$121B
$1.88M 0.35%
15,130
+1,234
+9% +$149K
1
2 3

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MCM
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BCM
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WCA
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MAM
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Riverpoint Wealth Management Holdings's Q2 2026 Portfolio in Review

As of Q2 2026, Riverpoint Wealth Management Holdings held 65 positions worth $544M, up 16% from $470M the previous quarter. Its ten largest holdings account for 80% of the portfolio.

Riverpoint Wealth Management Holdings deployed $17.3M of net new capital in Q2 2026, opening 3 new positions and adding to 34 existing holdings. Its largest new stake was Ceco Environmental: 36,005 shares worth $3.27M.

By sector, the portfolio is most concentrated in Technology at 1.4% of assets, down from 1.5% a quarter earlier, followed by Healthcare and Industrials.

On the sell side, the largest reduction was iShares Core S&P 500 ETF, an estimated $607K trimmed.

  • Riverpoint Wealth Management Holdings's largest Q2 2026 buy was Ceco Environmental: 36,005 shares worth $3.27M.
  • Riverpoint Wealth Management Holdings added most to Avantis Emerging Markets Equity ETF in Q2 2026, an estimated $11M increase.
  • Riverpoint Wealth Management Holdings's biggest Q2 2026 reduction was iShares Core S&P 500 ETF, cutting an estimated $607K.
  • Riverpoint Wealth Management Holdings fully exited Thermon Group Holdings in Q2 2026, selling an estimated $2.63M.
  • Riverpoint Wealth Management Holdings's ten largest holdings make up 80% of its $544M portfolio in Q2 2026.
  • Riverpoint Wealth Management Holdings opened 3 new positions and closed 4 in Q2 2026.
  • Riverpoint Wealth Management Holdings's portfolio value rose 16% quarter-over-quarter to $544M.

Based on Riverpoint Wealth Management Holdings's 13F filing for Q2 2026, filed 27 Jul 2026.