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
$143M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$344K
2
+$326K
3
+$232K
4
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$228K
5
AMD icon
Advanced Micro Devices
AMD
+$226K

Top Sells

1
+$550K
2
+$322K
3
+$236K
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
DIVO icon
126
Amplify CWP Enhanced Dividend Income ETF
DIVO
$5.66B
$228K 0.16%
+5,116
AMD icon
127
Advanced Micro Devices
AMD
$361B
$226K 0.16%
+1,396
EXC icon
128
Exelon
EXC
$44.1B
$224K 0.16%
4,986
+354
TMUS icon
129
T-Mobile US
TMUS
$225B
$224K 0.16%
937
+52
VTIP icon
130
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$17.1B
$222K 0.15%
4,378
+302
ED icon
131
Consolidated Edison
ED
$34.6B
$219K 0.15%
2,176
+169
VWO icon
132
Vanguard FTSE Emerging Markets ETF
VWO
$104B
$212K 0.15%
3,916
-172
STLD icon
133
Steel Dynamics
STLD
$24.2B
$209K 0.15%
+1,500
SMCI icon
134
Super Micro Computer
SMCI
$20.9B
$206K 0.14%
+4,289
NU icon
135
Nu Holdings
NU
$80.8B
$176K 0.12%
+11,000
CLF icon
136
Cleveland-Cliffs
CLF
$7.06B
$134K 0.09%
+11,000
HOUS icon
137
Anywhere Real Estate
HOUS
$1.65B
$120K 0.08%
11,352
-15,938
AXL icon
138
American Axle
AXL
$713M
$62K 0.04%
10,309
CMCSA icon
139
Comcast
CMCSA
$97.6B
– –
-5,621
FICO icon
140
Fair Isaac
FICO
$41.5B
– –
-113
IXUS icon
141
iShares Core MSCI Total International Stock ETF
IXUS
$51.2B
– –
-4,160
UNH icon
142
UnitedHealth
UNH
$293B
– –
-1,761
2 3 4 5
6