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
101
$317K 0.24%
+3,197
102
$310K 0.23%
797
+49
103
$309K 0.23%
8,600
+2,151
104
$299K 0.23%
2,865
-17
105
$299K 0.23%
+6,587
106
$298K 0.23%
8,178
+12
107
$296K 0.22%
+5,797
108
$295K 0.22%
2,700
+308
109
$295K 0.22%
298
+20
110
$295K 0.22%
3,380
+90
111
$292K 0.22%
721
+54
112
$289K 0.22%
1,216
-97
113
$287K 0.22%
+3,584
114
$286K 0.22%
+2,605
115
$276K 0.21%
2,178
+107
116
$269K 0.2%
691
+229
117
$264K 0.2%
1,135
+74
118
$264K 0.2%
1,105
+21
119
$261K 0.2%
+100
120
$261K 0.2%
+3,437
121
$258K 0.2%
1,027
+42
122
$240K 0.18%
+1,704
123
$233K 0.18%
5,046
-427
124
$228K 0.17%
1,935
-611
125
$212K 0.16%
+5,757
2 3 4
5
6