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RWM

Riverbend Wealth Management Portfolio holdings

AUM $199M
1-Year Est. Return 29.49%
This Fund
S&P 500
This Quarter Est. Return
+7.89%
1 Year Est. Return
+29.49%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$143M
AUM Growth
+$11.1M
Cap. Flow
+$1.87M
Cap. Flow %
1.31%
Top 10 Hldgs %
34.28%
Holding
142
New
7
Increased
79
Reduced
39
Closed
4

Top Buys

Rank Stock Value
1
FBND icon
Fidelity Total Bond ETF
FBND
+$342K
2
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$322K
3
AMD icon
Advanced Micro Devices
AMD
+$225K
4
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$222K
5
SMCI icon
Super Micro Computer
SMCI
+$205K

Top Sells

Rank Stock Value
1
UNH icon
UnitedHealth
UNH
+$550K
2
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$322K
3
IVV icon
iShares Core S&P 500 ETF
IVV
+$227K
4
FICO icon
Fair Isaac
FICO
+$207K
5
CMCSA icon
Comcast
CMCSA
+$201K

Sector Composition

Rank Sector Weight
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
TXN icon
101
Texas Instruments
TXN
$254B
$337K 0.24%
1,834
-29
-2% -$5.67K
MDT icon
102
Medtronic
MDT
$110B
$332K 0.23%
3,487
+107
+3% +$9.84K
IGEB icon
103
iShares Investment Grade Systematic Bond ETF
IGEB
$1.46B
$331K 0.23%
7,195
+608
+9% +$27.7K
AGG icon
104
iShares Core US Aggregate Bond ETF
AGG
$137B
$320K 0.22%
3,197
– –
LHX icon
105
L3Harris
LHX
$53.9B
$316K 0.22%
1,036
+9
+0.9% +$2.46K
IJR icon
106
iShares Core S&P Small-Cap ETF
IJR
$111B
$309K 0.22%
2,604
-96
-4% -$11K
WFC icon
107
Wells Fargo
WFC
$265B
$309K 0.22%
3,686
+102
+3% +$8.27K
LQD icon
108
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.9B
$309K 0.22%
2,770
+165
+6% +$18.1K
MUB icon
109
iShares National Muni Bond ETF
MUB
$45.3B
$306K 0.21%
2,876
+11
+0.4% +$1.15K
UBSI icon
110
United Bankshares
UBSI
$6.65B
$305K 0.21%
8,190
+12
+0.1% +$447
SOXX icon
111
iShares Semiconductor ETF
SOXX
$47.7B
$300K 0.21%
1,105
– –
ADI icon
112
Analog Devices
ADI
$184B
$299K 0.21%
1,217
+1
+0.1% +$240
IUSB icon
113
iShares Core Universal USD Bond ETF
IUSB
$43B
$297K 0.21%
6,357
+1,311
+26% +$60.6K
HIG icon
114
Hartford Financial Services
HIG
$39.6B
$289K 0.2%
2,168
-10
-0.5% -$1.28K
IDEV icon
115
iShares Core MSCI International Developed Markets ETF
IDEV
$32.3B
$278K 0.19%
3,469
+32
+0.9% +$2.49K
COST icon
116
Costco
COST
$421B
$276K 0.19%
298
– –
MS icon
117
Morgan Stanley
MS
$336B
$266K 0.19%
1,671
-33
-2% -$4.87K
LULU icon
118
lululemon athletica
LULU
$14.2B
$258K 0.18%
1,452
+43
+3% +$8.62K
DUK icon
119
Duke Energy
DUK
$96.6B
$251K 0.18%
2,026
+91
+5% +$11K
ELV icon
120
Elevance Health
ELV
$84.9B
$244K 0.17%
754
+63
+9% +$19.6K
HON icon
121
Honeywell
HON
$76.3B
$242K 0.17%
1,218
+14
+1% +$2.92K
IVW icon
122
iShares S&P 500 Growth ETF
IVW
$77B
$241K 0.17%
1,993
+133
+7% +$15.3K
CNP icon
123
CenterPoint Energy
CNP
$26.8B
$237K 0.17%
6,098
+341
+6% +$12.9K
MELI icon
124
Mercado Libre
MELI
$92.8B
$234K 0.16%
100
– –
ANET icon
125
Arista Networks
ANET
$243B
$232K 0.16%
+1,590
New +$205K
2 3 4
5
6

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BMA
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Riverbend Wealth Management's Q3 2025 Portfolio in Review

As of Q3 2025, Riverbend Wealth Management held 142 positions worth $143M, up 8.4% from $132M the previous quarter. Its ten largest holdings account for 34% of the portfolio.

Riverbend Wealth Management's Q3 2025 filing shows 7 new, 79 increased, 39 reduced and 4 closed positions. Its largest new stake was Advanced Micro Devices: 1,396 shares worth $226K. The largest sale was UnitedHealth, an estimated $550K.

By sector, the portfolio is most concentrated in Technology at 16% of assets, up from 15% a quarter earlier, followed by Financials and Communication Services.

  • Riverbend Wealth Management's largest Q3 2025 buy was Advanced Micro Devices: 1,396 shares worth $226K.
  • Riverbend Wealth Management added most to Fidelity Total Bond ETF in Q3 2025, an estimated $342K increase.
  • Riverbend Wealth Management's biggest Q3 2025 reduction was iShares Core S&P 500 ETF, cutting an estimated $227K.
  • Riverbend Wealth Management fully exited UnitedHealth in Q3 2025, selling an estimated $550K.
  • Riverbend Wealth Management's ten largest holdings make up 34% of its $143M portfolio in Q3 2025.
  • Riverbend Wealth Management opened 7 new positions and closed 4 in Q3 2025.
  • Riverbend Wealth Management's portfolio value rose 8.4% quarter-over-quarter to $143M.

Based on Riverbend Wealth Management's 13F filing for Q3 2025, filed 21 Oct 2025.