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
76
$426K 0.38%
+3,663
77
$406K 0.36%
+989
78
$401K 0.36%
+4,655
79
$386K 0.34%
+1,562
80
$385K 0.34%
+14,203
81
$361K 0.32%
+7,284
82
$360K 0.32%
+3,138
83
$358K 0.32%
+8,666
84
$356K 0.32%
+1,752
85
$351K 0.31%
+5,620
86
$336K 0.3%
+5,565
87
$325K 0.29%
+1,754
88
$315K 0.28%
+6,018
89
$312K 0.28%
+599
90
$308K 0.27%
+12,318
91
$306K 0.27%
+8,154
92
$299K 0.27%
+2,997
93
$297K 0.26%
+2,787
94
$282K 0.25%
+8,149
95
$279K 0.25%
+1,310
96
$274K 0.24%
+2,524
97
$265K 0.24%
+2,303
98
$262K 0.23%
+486
99
$260K 0.23%
+711
100
$258K 0.23%
+2,276
1 2 3
4
5