Riverpoint Wealth Management Holdings, LLC logo

Riverpoint Wealth Management Holdings, LLC Portfolio Analytics

Investment Analysis & Holdings Breakdown

Comprehensive portfolio analytics for Riverpoint Wealth Management Holdings, LLC with $455.0M in long positions as of Q3 2025, 94% allocated to ETF, and 82% concentrated in top 10 positions.

Portfolio Value
$455.0M
Top 10 Concentration
82%
Top Sector
ETF (94%)
US Exposure
99%
Market Cap Focus
N/A
Countries
5

Composition Analysis

Portfolio breakdown by sector, industry, and market capitalization

Sector Allocation

ETF: 94.00%ETFTechnology: 2.40%Healthcare: 0.70%Financial Services: 0.50%Industrials: 0.50%Consumer Cyclical: 0.50%Communication Services: 0.20%Real Estate: 0.10%Consumer Defensive: 0.10%
ETF
94.00%
Technology
2.40%
Healthcare
0.70%
Financial Services
0.50%
Industrials
0.50%
Consumer Cyclical
0.50%
Communication Services
0.20%
Real Estate
0.10%
Consumer Defensive
0.10%

Industry Breakdown

19 industries across all sectors

ETF: 94.00%ETFSoftware - Infrastructure: 0.78%Consumer Electronics: 0.72%Information Technology Services: 0.67%Drug Manufacturers - General: 0.57%Financial - Capital Markets: 0.32%13 more: 1.84%
ETF
ETF
94.00%
Software - Infrastructure
Technology
0.78%
Consumer Electronics
Technology
0.72%
Information Technology Services
Technology
0.67%
Drug Manufacturers - General
Healthcare
0.57%
Financial - Capital Markets
Financial Services
0.32%
Industrial - Machinery
Industrials
0.30%
Semiconductors
Technology
0.22%
Construction
Industrials
0.20%
Specialty Retail
Consumer Cyclical
0.18%
Internet Content & Information
Communication Services
0.17%
Home Improvement
Consumer Cyclical
0.15%

Filter by Sector

Select a sector to filter industries

Market Cap Distribution

Mega Cap (> $200B): 3.07%Large Cap ($10B - $200B): 1.28%Mid Cap ($2B - $10B): 0.05%Small Cap ($300M - $2B): 0.49%N/A (ETF or Unknown): 95.11%N/A (ETF or Unknown)
Mega Cap (> $200B)
3.07%
Large Cap ($10B - $200B)
1.28%
Mid Cap ($2B - $10B)
0.05%
Small Cap ($300M - $2B)
0.49%
N/A (ETF or Unknown)
95.11%

Portfolio Concentration

Top 10 Holdings %
82.02%
Top 20 Holdings %
93.16%
Top 50 Holdings %
99.51%
Top 100 Holdings %
100.0%

Geographic Exposure

Portfolio breakdown by country of incorporation

Domestic (US)
99.01%
International
0.988%
Countries
5
Largest Int'l Market
Ireland - 0.67%
United States of America
99.01% ($450.5M)
54 holdings
Ireland
0.67% ($3.0M)
1 holdings
China
0.15% ($683.5K)
1 holdings
United Kingdom
0.11% ($496.1K)
1 holdings
Canada
0.06% ($270.3K)
1 holdings

Holding Behavior

Investment patterns and position management analysis

Portfolio Stability & Commitment

Avg. Top 10
28.4 quarters
Avg. Top 20
28.3 quarters
Avg. All Positions
21.8 quarters
Median Holding Period
27 quarters
Persistence Rate
86.21%
Persistent Holdings Weight
98.16%
Persistent Positions
50
Longest Held
Vanguard Large-Cap ETF logo
Vanguard Large-Cap ETFVV - 35 quarters

Position Sizing & Influence

Current Quarter

Avg. New Position
0.000%
Avg. Position Weight
1.72%
Largest Position
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF logo
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETFGSLC - 18.53%
Largest Ownership Stake
THERMON GROUP HOLDINGS, INC. logo
THERMON GROUP HOLDINGS, INC.THR - 0.15%
Avg. Ownership Stake
0.01%
Ownership Stake >5%
0
Ownership Stake >1%
0

Historical (Since Q4 2016)

Avg. New Position
0.93%
Avg. Ownership Stake
0.006%
Largest Position
Schwab International Equity ETF logo
Schwab International Equity ETFSCHF - 29.32% (Q3 2017)
Largest Ownership Stake
THERMON GROUP HOLDINGS, INC. logo
THERMON GROUP HOLDINGS, INC.THR - 0.15% (Q3 2025)

Portfolio Turnover

Current Quarter

Turnover Ratio
1.0%
Value Traded
$4.60M
Positions Added
0
Positions Exited
1

Historical (Since Q4 2016)

Avg. Turnover Ratio
5.1%
Avg. Positions Added
5
Avg. Positions Exited
5
Highest Turnover
50.0%
Q4 2016
Lowest Turnover
0.5%
Q3 2023

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