RWM

Riverbend Wealth Management Portfolio holdings

AUM $132M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$112M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$8.53M
2
+$6.18M
3
+$5.59M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$4.19M
5
MSFT icon
Microsoft
MSFT
+$3.32M

Top Sells

No sells this quarter

Sector Composition

1 Technology 15.93%
2 Financials 9.88%
3 Healthcare 5.38%
4 Communication Services 5.32%
5 Consumer Discretionary 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$599K 0.53%
+9,584
52
$599K 0.53%
+14,160
53
$590K 0.53%
+567
54
$587K 0.52%
+1,321
55
$544K 0.48%
+3,566
56
$534K 0.48%
+2,998
57
$523K 0.47%
+1,798
58
$519K 0.46%
+11,167
59
$511K 0.45%
+7,096
60
$511K 0.45%
+18,010
61
$505K 0.45%
+4,181
62
$500K 0.45%
+4,000
63
$498K 0.44%
+5,000
64
$493K 0.44%
+3,000
65
$486K 0.43%
+8,195
66
$485K 0.43%
+1,827
67
$471K 0.42%
+962
68
$470K 0.42%
+2,173
69
$469K 0.42%
+1,778
70
$443K 0.39%
+2,484
71
$436K 0.39%
+7,692
72
$435K 0.39%
+3,696
73
$429K 0.38%
+2,282
74
$427K 0.38%
+1,002
75
$426K 0.38%
+15,601
1 2
3
4 5