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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
$161M
AUM Growth
+$2.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$811K
2
+$640K
3
+$577K
4
MSFT icon
Microsoft
MSFT
+$441K
5
NEM icon
Newmont
NEM
+$407K

Top Sells

1
+$813K
2
+$500K
3
+$433K
4
C icon
Citigroup
C
+$432K
5
LULU icon
lululemon athletica
LULU
+$348K

Sector Composition

1 Technology 13.65%
2 Financials 8.77%
3 Healthcare 5.34%
4 Communication Services 4.39%
5 Industrials 3.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VT icon
126
Vanguard Total World Stock ETF
VT
$75.8B
$312K 0.19%
2,259
-4
FCX icon
127
Freeport-McMoran
FCX
$98.7B
$312K 0.19%
5,308
-744
EXC icon
128
Exelon
EXC
$46.9B
$310K 0.19%
6,329
+532
DDWM icon
129
WisdomTree Dynamic International Equity Fund
DDWM
$1.45B
$307K 0.19%
6,952
+115
IDEV icon
130
iShares Core MSCI International Developed Markets ETF
IDEV
$30.3B
$300K 0.19%
3,594
+100
DFEM icon
131
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$9.57B
$290K 0.18%
8,386
+1
AVDV icon
132
Avantis International Small Cap Value ETF
AVDV
$19.8B
$287K 0.18%
2,873
-170
FLRN icon
133
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$2.92B
$280K 0.17%
9,098
+911
IUSB icon
134
iShares Core Universal USD Bond ETF
IUSB
$42B
$265K 0.16%
5,727
+96
NEE icon
135
NextEra Energy
NEE
$181B
$262K 0.16%
2,816
+135
IVW icon
136
iShares S&P 500 Growth ETF
IVW
$74.8B
$261K 0.16%
2,306
+126
VWO icon
137
Vanguard FTSE Emerging Markets ETF
VWO
$124B
$261K 0.16%
4,824
+123
MUB icon
138
iShares National Muni Bond ETF
MUB
$45.3B
$261K 0.16%
2,456
+48
TSM icon
139
TSMC
TSM
$2.4T
$239K 0.15%
706
+45
ITW icon
140
Illinois Tool Works
ITW
$76B
$224K 0.14%
+861
ALL icon
141
Allstate
ALL
$56.9B
$223K 0.14%
1,074
+105
SCHW
142
Charles Schwab
SCHW
$159B
$220K 0.14%
2,344
+144
TPR icon
143
Tapestry
TPR
$29B
$220K 0.14%
+1,561
AOA icon
144
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.19B
$219K 0.14%
2,477
+132
FDX icon
145
FedEx
FDX
$77.8B
$208K 0.13%
+583
ARTY
146
iShares Future AI & Tech ETF
ARTY
$4.04B
$205K 0.13%
4,416
+179
URI icon
147
United Rentals
URI
$67.5B
$200K 0.12%
+275
COMP icon
148
Compass
COMP
$7.48B
$127K 0.08%
+17,401
DCH
149
Dauch Corp
DCH
$1.5B
$59.3K 0.04%
10,008
ADBE icon
150
Adobe
ADBE
$77.6B
– –
-1,236
3 4 5
6
7