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
76
$506K 0.38%
5,021
+21
77
$494K 0.37%
4,000
78
$483K 0.37%
18,861
+5,481
79
$473K 0.36%
3,000
80
$466K 0.35%
8,548
+2,270
81
$460K 0.35%
2,518
+42
82
$457K 0.35%
7,328
+41
83
$443K 0.34%
1,010
+21
84
$439K 0.33%
6,322
-1,704
85
$414K 0.31%
+1,361
86
$407K 0.31%
959
+313
87
$405K 0.31%
3,395
+149
88
$387K 0.29%
1,863
+46
89
$373K 0.28%
8,597
+1,227
90
$372K 0.28%
8,031
+646
91
$368K 0.28%
6,269
+84
92
$356K 0.27%
2,043
+60
93
$349K 0.26%
+3,285
94
$343K 0.26%
1,544
+35
95
$340K 0.26%
5,059
+740
96
$337K 0.25%
727
-41
97
$335K 0.25%
+1,409
98
$334K 0.25%
1,721
+1
99
$322K 0.24%
4,160
+633
100
$321K 0.24%
566
-116
2 3
4
5 6