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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
DIVO icon
126
Amplify CWP Enhanced Dividend Income ETF
DIVO
$7.81B
$228K 0.16%
+5,116
New +$222K
AMD icon
127
Advanced Micro Devices
AMD
$789B
$226K 0.16%
+1,396
New +$225K
EXC icon
128
Exelon
EXC
$47B
$224K 0.16%
4,986
+354
+8% +$15.5K
TMUS icon
129
T-Mobile US
TMUS
$190B
$224K 0.16%
937
+52
+6% +$12.6K
VTIP icon
130
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.1B
$222K 0.15%
4,378
+302
+7% +$15.2K
ED icon
131
Consolidated Edison
ED
$39.8B
$219K 0.15%
2,176
+169
+8% +$17K
VWO icon
132
Vanguard FTSE Emerging Markets ETF
VWO
$124B
$212K 0.15%
3,916
-172
-4% -$8.86K
STLD icon
133
Steel Dynamics
STLD
$37.6B
$209K 0.15%
+1,500
New +$197K
SMCI icon
134
Super Micro Computer
SMCI
$20.1B
$206K 0.14%
+4,289
New +$205K
NU icon
135
Nu Holdings
NU
$66.9B
$176K 0.12%
+11,000
New +$153K
CLF icon
136
Cleveland-Cliffs
CLF
$6.99B
$134K 0.09%
+11,000
New +$116K
HOUS
137
DELISTED
Anywhere Real Estate
HOUS
$120K 0.08%
11,352
-15,938
-58% -$93.7K
DCH
138
Dauch Corp
DCH
$1.51B
$62K 0.04%
10,309
– –
CMCSA icon
139
Comcast
CMCSA
$90B
– –
-5,621
Closed -$201K
FICO icon
140
Fair Isaac
FICO
$22.5B
– –
-113
Closed -$207K
IXUS icon
141
iShares Core MSCI Total International Stock ETF
IXUS
$60.1B
– –
-4,160
Closed -$322K
UNH icon
142
UnitedHealth
UNH
$370B
– –
-1,761
Closed -$550K
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.