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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%

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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.