RWM

Riverbend Wealth Management Portfolio holdings

AUM $161M
1-Year Est. Return 21.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$143M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$342K
2
+$322K
3
+$225K
4
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$222K
5
SMCI icon
Super Micro Computer
SMCI
+$205K

Top Sells

1
+$550K
2
+$322K
3
+$227K
4
FICO icon
Fair Isaac
FICO
+$207K
5
CMCSA icon
Comcast
CMCSA
+$201K

Sector Composition

1 Technology 16.24%
2 Financials 9.48%
3 Communication Services 5.36%
4 Healthcare 4.65%
5 Consumer Discretionary 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$521K 0.36%
20,145
+1,284
77
$519K 0.36%
4,000
78
$518K 0.36%
5,021
79
$510K 0.36%
2,171
-24
80
$493K 0.34%
8,884
+433
81
$484K 0.34%
6,060
82
$470K 0.33%
3,455
+60
83
$469K 0.33%
2,409
-109
84
$449K 0.31%
959
85
$446K 0.31%
1,358
-3
86
$428K 0.3%
6,262
-60
87
$422K 0.29%
6,386
+117
88
$387K 0.27%
632
+66
89
$377K 0.26%
5,283
+224
90
$368K 0.26%
1,464
-80
91
$366K 0.26%
756
+35
92
$363K 0.25%
8,043
+12
93
$362K 0.25%
726
-1
94
$362K 0.25%
2,091
+48
95
$354K 0.25%
9,516
+916
96
$353K 0.25%
739
-58
97
$351K 0.24%
3,285
98
$351K 0.24%
1,722
+1
99
$346K 0.24%
6,753
+956
100
$341K 0.24%
8,695
+98
2 3
4
5 6