RWM
Riverbend Wealth Management Portfolio holdings
AUM
$132M
This Quarter Return
+10%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$132M
AUM Growth
+$132M
(+18%)
Cap. Flow
+$12.1M
Cap. Flow
% of AUM
9.14%
Top 10 Holdings %
Top 10 Hldgs %
33.86%
Holding
144
New
25
Increased
85
Reduced
20
Closed
9
Top Buys
| 1 |
iShares MSCI EAFE Value ETF
EFV
|
$1.07M |
| 2 |
ALPS Smith Core Plus Bond ETF
SMTH
|
$1.04M |
| 3 |
Constellation Energy
CEG
|
$785K |
| 4 |
Dell
DELL
|
$680K |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
$672K |
Top Sells
| 1 |
Schlumberger
SLB
|
$572K |
| 2 |
NextEra Energy, Inc.
NEE
|
$544K |
| 3 |
Schwab US Dividend Equity ETF
SCHD
|
$477K |
| 4 |
Advanced Micro Devices
AMD
|
$379K |
| 5 |
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% |
