RWM
Riverbend Wealth Management Portfolio holdings
AUM
$132M
This Quarter Return
+1.79%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$112M
AUM Growth
–
Cap. Flow
+$112M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
37.02%
Holding
114
New
114
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$8.53M |
| 2 |
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
|
$6.18M |
| 3 |
Apple
AAPL
|
$5.59M |
| 4 |
Invesco QQQ Trust
QQQ
|
$4.19M |
| 5 |
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% |
