RWM

Riverbend Wealth Management Portfolio holdings

AUM $159M
1-Year Est. Return 19.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$132M
AUM Growth
+$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$1.04M
3
+$785K
4
DELL icon
Dell
DELL
+$680K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$672K

Top Sells

1
+$572K
2
+$544K
3
+$477K
4
AMD icon
Advanced Micro Devices
AMD
+$379K
5
CVX icon
Chevron
CVX
+$356K

Sector Composition

1 Technology 15.07%
2 Financials 9.55%
3 Communication Services 5.23%
4 Healthcare 5.1%
5 Consumer Discretionary 4.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.37M 1.04%
2,070
+118
27
$1.33M 1.01%
4,185
+149
28
$1.3M 0.99%
41,006
+4,301
29
$1.29M 0.98%
1,660
+551
30
$1.29M 0.98%
15,138
+1,506
31
$1.22M 0.92%
12,430
+554
32
$1.17M 0.88%
202
+8
33
$1.15M 0.87%
24,352
+841
34
$1.14M 0.87%
14,456
+963
35
$1.12M 0.85%
27,058
+430
36
$1.09M 0.82%
11,652
+338
37
$1.07M 0.81%
+16,855
38
$1.07M 0.81%
13,538
-483
39
$985K 0.75%
27,486
+8,642
40
$862K 0.65%
1,534
+15
41
$836K 0.63%
14,334
+9,661
42
$815K 0.62%
5,400
43
$812K 0.61%
12,098
+737
44
$785K 0.59%
+2,434
45
$752K 0.57%
2,051
-329
46
$748K 0.57%
2,742
-482
47
$739K 0.56%
4,638
-27
48
$737K 0.56%
4,157
+185
49
$734K 0.56%
4,806
-22
50
$699K 0.53%
6,487
+514
1
2
3 4 5