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
76
$423K 0.38%
2,476
-8
77
$419K 0.37%
5,851
+231
78
$402K 0.36%
9,569
+903
79
$401K 0.36%
3,246
+108
80
$379K 0.34%
3,685
-496
81
$371K 0.33%
6,185
+167
82
$367K 0.33%
989
83
$355K 0.32%
10,680
+2,531
84
$352K 0.31%
1,509
-53
85
$350K 0.31%
682
+196
86
$344K 0.31%
3,275
+278
87
$343K 0.31%
768
-194
88
$342K 0.31%
13,380
+1,062
89
$332K 0.3%
667
+68
90
$326K 0.29%
1,817
-465
91
$324K 0.29%
1,720
-34
92
$311K 0.28%
2,546
+22
93
$306K 0.27%
+6,278
94
$304K 0.27%
2,882
+95
95
$298K 0.27%
+10,183
96
$296K 0.26%
3,290
+335
97
$284K 0.25%
1,983
+573
98
$283K 0.25%
8,166
+12
99
$279K 0.25%
+7,370
100
$265K 0.24%
1,313
+3
1 2 3
4
5