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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
$161M
AUM Growth
+$2.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$811K
2
+$640K
3
+$577K
4
MSFT icon
Microsoft
MSFT
+$441K
5
NEM icon
Newmont
NEM
+$407K

Top Sells

1
+$813K
2
+$500K
3
+$433K
4
C icon
Citigroup
C
+$432K
5
LULU icon
lululemon athletica
LULU
+$348K

Sector Composition

1 Technology 13.65%
2 Financials 8.77%
3 Healthcare 5.34%
4 Communication Services 4.39%
5 Industrials 3.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PEP icon
51
PepsiCo
PEP
$194B
$868K 0.54%
5,587
+329
IYY icon
52
iShares Dow Jones US ETF
IYY
$2.98B
$856K 0.53%
5,400
STIP icon
53
iShares 0-5 Year TIPS Bond ETF
STIP
$15.8B
$854K 0.53%
8,259
+367
AMGN icon
54
Amgen
AMGN
$182B
$853K 0.53%
2,426
+106
UBER icon
55
Uber
UBER
$146B
$851K 0.53%
11,835
-525
PG icon
56
Procter & Gamble
PG
$350B
$850K 0.53%
5,887
+501
CEG icon
57
Constellation Energy
CEG
$97.9B
$846K 0.53%
3,031
+312
ABBV icon
58
AbbVie
ABBV
$382B
$838K 0.52%
3,853
+276
CVX icon
59
Chevron
CVX
$346B
$833K 0.52%
4,025
-80
HD icon
60
Home Depot
HD
$333B
$825K 0.51%
2,509
+249
COM icon
61
Direxion Auspice Broad Commodity Strategy ETF
COM
$245M
$818K 0.51%
24,373
+947
DYNF icon
62
BlackRock US Equity Factor Rotation ETF
DYNF
$37.3B
$792K 0.49%
13,607
+491
SPAB icon
63
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.65B
$745K 0.46%
29,060
+1,776
GD icon
64
General Dynamics
GD
$94.7B
$738K 0.46%
2,150
+87
IVE icon
65
iShares S&P 500 Value ETF
IVE
$47.3B
$732K 0.46%
3,468
+42
APH icon
66
Amphenol
APH
$202B
$728K 0.45%
+5,764
VIG icon
67
Vanguard Dividend Appreciation ETF
VIG
$109B
$714K 0.44%
3,322
+99
TFC icon
68
Truist Financial
TFC
$60.2B
$712K 0.44%
15,489
-81
MA icon
69
Mastercard
MA
$433B
$703K 0.44%
1,407
-260
LNG icon
70
Cheniere Energy
LNG
$47.6B
$698K 0.43%
2,459
+88
KO icon
71
Coca-Cola
KO
$342B
$688K 0.43%
9,052
+460
PSX icon
72
Phillips 66
PSX
$66.6B
$667K 0.41%
3,659
-38
MS icon
73
Morgan Stanley
MS
$352B
$661K 0.41%
4,019
-778
SUSA icon
74
iShares ESG Optimized MSCI USA ETF
SUSA
$3.99B
$661K 0.41%
5,000
IFRA icon
75
iShares US Infrastructure ETF
IFRA
$4.24B
$659K 0.41%
11,528
+227
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3
4 5