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
101
$252K 0.22%
+1,410
102
$250K 0.22%
+4,347
103
$248K 0.22%
+260
104
$242K 0.22%
+5,360
105
$241K 0.21%
+121
106
$237K 0.21%
+2,955
107
$234K 0.21%
+1,029
108
$233K 0.21%
+3,525
109
$226K 0.2%
+7,632
110
$223K 0.2%
+601
111
$222K 0.2%
+2,025
112
$209K 0.19%
+1,647
113
$200K 0.18%
+1,020
114
$109K 0.1%
+33,100
1 2 3 4
5