RWM

Riverbend Wealth Management Portfolio holdings

AUM $143M
1-Year Est. Return 17.72%
This Quarter Est. Return
1 Year Est. Return
+17.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$112M
AUM Growth
-$490K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$572K
3
+$555K
4
UBER icon
Uber
UBER
+$419K
5
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$306K

Top Sells

1
+$1.12M
2
+$435K
3
+$390K
4
GOVI icon
Invesco Equal Weight 0-30 Year Treasury ETF
GOVI
+$385K
5
DECK icon
Deckers Outdoor
DECK
+$356K

Sector Composition

1 Technology 14.11%
2 Financials 10.06%
3 Healthcare 6.6%
4 Communication Services 4.77%
5 Consumer Discretionary 4.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.14M 1.02%
12,180
-2,010
27
$1.1M 0.98%
14,021
+198
28
$1.09M 0.98%
36,705
+6,836
29
$1.09M 0.97%
4,036
+159
30
$1.06M 0.95%
6,341
+367
31
$1.06M 0.95%
1,952
+159
32
$1.04M 0.93%
26,628
+1,582
33
$1.04M 0.93%
11,876
-174
34
$981K 0.88%
23,511
+999
35
$968K 0.87%
13,632
+2,688
36
$959K 0.86%
7,862
+87
37
$916K 0.82%
1,109
+34
38
$892K 0.8%
194
+8
39
$872K 0.78%
2,380
-29
40
$865K 0.77%
3,224
+332
41
$832K 0.74%
1,519
-376
42
$824K 0.74%
11,314
+5,749
43
$801K 0.72%
4,828
+215
44
$795K 0.71%
4,665
+132
45
$735K 0.66%
5,400
46
$710K 0.64%
5,973
+158
47
$700K 0.63%
1,825
+504
48
$696K 0.62%
11,361
+1,777
49
$642K 0.57%
3,064
+66
50
$623K 0.56%
1,999
+221
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2
3 4 5