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
101
$337K 0.24%
1,834
-29
102
$332K 0.23%
3,487
+107
103
$331K 0.23%
7,195
+608
104
$320K 0.22%
3,197
105
$316K 0.22%
1,036
+9
106
$309K 0.22%
2,604
-96
107
$309K 0.22%
3,686
+102
108
$309K 0.22%
2,770
+165
109
$306K 0.21%
2,876
+11
110
$305K 0.21%
8,190
+12
111
$300K 0.21%
1,105
112
$299K 0.21%
1,217
+1
113
$297K 0.21%
6,357
+1,311
114
$289K 0.2%
2,168
-10
115
$278K 0.19%
3,469
+32
116
$276K 0.19%
298
117
$266K 0.19%
1,671
-33
118
$258K 0.18%
1,452
+43
119
$251K 0.18%
2,026
+91
120
$244K 0.17%
754
+63
121
$242K 0.17%
1,218
+14
122
$241K 0.17%
1,993
+133
123
$237K 0.17%
6,098
+341
124
$234K 0.16%
100
125
$232K 0.16%
+1,590
2 3 4
5
6