RWM

Riverbend Wealth Management Portfolio holdings

AUM $143M
1-Year Est. Return 17.72%
This Quarter Est. Return
1 Year Est. Return
+17.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$112M
AUM Growth
-$490K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$572K
3
+$555K
4
UBER icon
Uber
UBER
+$419K
5
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$306K

Top Sells

1
+$1.12M
2
+$435K
3
+$390K
4
GOVI icon
Invesco Equal Weight 0-30 Year Treasury ETF
GOVI
+$385K
5
DECK icon
Deckers Outdoor
DECK
+$356K

Sector Composition

1 Technology 14.11%
2 Financials 10.06%
3 Healthcare 6.6%
4 Communication Services 4.77%
5 Consumer Discretionary 4.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$622K 0.56%
18,844
-11,834
52
$621K 0.56%
3,972
+208
53
$611K 0.55%
4,074
+508
54
$609K 0.55%
3,198
55
$608K 0.54%
14,775
+151
56
$606K 0.54%
20,652
+2,642
57
$584K 0.52%
6,633
+95
58
$574K 0.51%
5,000
59
$572K 0.51%
+13,682
60
$555K 0.5%
587
+20
61
$555K 0.5%
14,162
+2
62
$554K 0.5%
7,980
+3,325
63
$544K 0.49%
7,668
+572
64
$511K 0.46%
5,000
65
$511K 0.46%
1,874
+47
66
$496K 0.44%
2,143
-30
67
$495K 0.44%
8,026
-169
68
$490K 0.44%
3,698
+35
69
$489K 0.44%
10,847
-320
70
$479K 0.43%
4,000
71
$477K 0.43%
17,058
+1,457
72
$473K 0.42%
1,127
+125
73
$453K 0.41%
3,000
74
$450K 0.4%
7,385
-307
75
$430K 0.38%
7,287
+3
1 2
3
4 5