RWM

Riverbend Wealth Management Portfolio holdings

AUM $159M
1-Year Est. Return 19.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$132M
AUM Growth
+$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$1.04M
3
+$785K
4
DELL icon
Dell
DELL
+$680K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$672K

Top Sells

1
+$572K
2
+$544K
3
+$477K
4
AMD icon
Advanced Micro Devices
AMD
+$379K
5
CVX icon
Chevron
CVX
+$356K

Sector Composition

1 Technology 15.07%
2 Financials 9.55%
3 Communication Services 5.23%
4 Healthcare 5.1%
5 Consumer Discretionary 4.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$680K 0.51%
+5,548
52
$672K 0.51%
+3,284
53
$649K 0.49%
619
+32
54
$643K 0.49%
14,959
+184
55
$634K 0.48%
1,639
-186
56
$634K 0.48%
5,000
57
$633K 0.48%
3,240
+42
58
$623K 0.47%
6,782
+149
59
$621K 0.47%
+6,033
60
$614K 0.47%
3,309
+245
61
$611K 0.46%
4,629
+555
62
$590K 0.45%
13,964
+4,395
63
$590K 0.45%
2,111
+112
64
$589K 0.45%
21,308
+656
65
$583K 0.44%
8,451
+471
66
$583K 0.44%
14,169
+7
67
$565K 0.43%
1,282
+155
68
$558K 0.42%
1,912
+38
69
$554K 0.42%
7,835
+1,984
70
$552K 0.42%
3,852
-2,489
71
$551K 0.42%
11,196
+349
72
$550K 0.42%
1,761
-812
73
$545K 0.41%
3,734
+36
74
$545K 0.41%
14,803
+4,123
75
$535K 0.4%
2,195
+52
1 2
3
4 5