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
101
$263K 0.24%
843
-955
102
$262K 0.23%
278
+18
103
$262K 0.23%
4,319
-28
104
$256K 0.23%
2,071
+46
105
$252K 0.23%
5,473
+113
106
$250K 0.22%
2,392
+89
107
$250K 0.22%
+4,673
108
$247K 0.22%
748
+37
109
$246K 0.22%
3,527
+2
110
$233K 0.21%
+646
111
$229K 0.2%
2,488
+212
112
$225K 0.2%
1,061
+32
113
$208K 0.19%
113
-8
114
$206K 0.18%
6,449
-1,183
115
$206K 0.18%
+985
116
$204K 0.18%
+1,084
117
$201K 0.18%
462
-139
118
$200K 0.18%
59,952
+26,852
119
$12.3K 0.01%
+10,661
120
– –
-1,752
121
– –
-14,203
122
– –
-1,647
123
– –
-3,696
124
– –
-1,020
1 2 3 4
5