RWM

Riverbend Wealth Management Portfolio holdings

AUM $161M
1-Year Est. Return 21.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$143M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$342K
2
+$322K
3
+$225K
4
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$222K
5
SMCI icon
Super Micro Computer
SMCI
+$205K

Top Sells

1
+$550K
2
+$322K
3
+$227K
4
FICO icon
Fair Isaac
FICO
+$207K
5
CMCSA icon
Comcast
CMCSA
+$201K

Sector Composition

1 Technology 16.24%
2 Financials 9.48%
3 Communication Services 5.36%
4 Healthcare 4.65%
5 Consumer Discretionary 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.47M 1.03%
2,207
-82
27
$1.44M 1.01%
12,050
-140
28
$1.39M 0.97%
4,171
-14
29
$1.32M 0.92%
39,544
-1,462
30
$1.31M 0.91%
1,710
+50
31
$1.28M 0.89%
15,196
+740
32
$1.26M 0.88%
12,263
-167
33
$1.25M 0.87%
24,221
-131
34
$1.22M 0.85%
15,502
+1,964
35
$1.2M 0.84%
27,188
+130
36
$1.19M 0.83%
30,739
+3,253
37
$1.17M 0.82%
17,292
+437
38
$1.14M 0.79%
11,595
-57
39
$1.06M 0.74%
4,900
-150
40
$1.02M 0.71%
4,198
+41
41
$896K 0.63%
4,830
+24
42
$892K 0.62%
12,414
+316
43
$887K 0.62%
1,560
+26
44
$877K 0.61%
5,400
45
$868K 0.61%
6,122
+574
46
$842K 0.59%
2,079
+28
47
$842K 0.59%
2,559
+125
48
$820K 0.57%
6,840
+58
49
$797K 0.56%
14,634
+300
50
$776K 0.54%
3,350
+41
1
2
3 4 5