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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
VGT icon
26
Vanguard Information Technology ETF
VGT
$139B
$1.84M 0.34%
15,365
-131
-0.8% -$14.3K
IJR icon
27
iShares Core S&P Small-Cap ETF
IJR
$109B
$1.79M 0.33%
12,089
+764
+7% +$105K
EMGF icon
28
iShares Emerging Markets Equity Factor ETF
EMGF
$1.82B
$1.74M 0.32%
23,733
+120
+0.5% +$8.4K
QUS icon
29
State Street SPDR MSCI USA StrategicFactors ETF
QUS
$1.53B
$1.53M 0.28%
8,196
+45
+0.6% +$8.2K
SPYV icon
30
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.1B
$1.52M 0.28%
24,936
+97
+0.4% +$5.8K
NVDA icon
31
NVIDIA
NVDA
$4.86T
$1.05M 0.19%
5,271
+17
+0.3% +$3.5K
GS icon
32
Goldman Sachs
GS
$300B
$1.02M 0.19%
1,005
-145
-13% -$141K
ITB icon
33
iShares US Home Construction ETF
ITB
$2.26B
$900K 0.17%
8,610
+14
+0.2% +$1.33K
AMZN icon
34
Amazon
AMZN
$2.92T
$887K 0.16%
3,723
– –
VB icon
35
Vanguard Morningstar Small-Cap ETF
VB
$79.5B
$844K 0.16%
2,785
+11
+0.4% +$3.15K
JNJ icon
36
Johnson & Johnson
JNJ
$618B
$832K 0.15%
3,275
+15
+0.5% +$3.5K
IAU icon
37
iShares Gold Trust
IAU
$62.9B
$814K 0.15%
10,779
– –
GOOG icon
38
Alphabet (Google) Class C
GOOG
$4.36T
$736K 0.14%
2,084
-6
-0.3% -$2.14K
YUMC icon
39
Yum China
YUMC
$16.5B
$651K 0.12%
15,925
– –
BND icon
40
Vanguard Total Bond Market
BND
$157B
$641K 0.12%
8,731
-253
-3% -$18.6K
INDA icon
41
iShares MSCI India ETF
INDA
$6.89B
$603K 0.11%
12,208
– –
HD icon
42
Home Depot
HD
$331B
$572K 0.11%
1,622
-138
-8% -$44.9K
IWD icon
43
iShares Russell 1000 Value ETF
IWD
$82.2B
$543K 0.1%
2,240
+407
+22% +$94.8K
VTR icon
44
Ventas
VTR
$48B
$427K 0.08%
4,811
– –
WTW icon
45
Willis Towers Watson
WTW
$31.7B
$426K 0.08%
1,630
– –
IHI icon
46
iShares US Medical Devices ETF
IHI
$3.13B
$421K 0.08%
8,524
+13
+0.2% +$660
ACN icon
47
Accenture
ACN
$102B
$416K 0.08%
3,345
– –
VTI icon
48
Vanguard Morningstar Total Stock Market ETF
VTI
$660B
$368K 0.07%
994
+180
+22% +$64.4K
BMO icon
49
Bank of Montreal
BMO
$126B
$367K 0.07%
2,075
– –
XLK icon
50
State Street Technology Select Sector SPDR ETF
XLK
$115B
$365K 0.07%
1,918
+3
+0.2% +$513
1
2
3

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HCM
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MCM
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BCM
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WCA
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MAM
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BCB
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V
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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.