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

Top Buys

1
+$342K
2
+$322K
3
+$225K
4
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$222K
5
SMCI icon
Super Micro Computer
SMCI
+$205K

Top Sells

1
+$550K
2
+$322K
3
+$227K
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
126
$228K 0.16%
+5,116
127
$226K 0.16%
+1,396
128
$224K 0.16%
4,986
+354
129
$224K 0.16%
937
+52
130
$222K 0.15%
4,378
+302
131
$219K 0.15%
2,176
+169
132
$212K 0.15%
3,916
-172
133
$209K 0.15%
+1,500
134
$206K 0.14%
+4,289
135
$176K 0.12%
+11,000
136
$134K 0.09%
+11,000
137
$120K 0.08%
11,352
-15,938
138
$62K 0.04%
10,309
139
– –
-1,761
140
– –
-4,160
141
– –
-113
142
– –
-5,621
2 3 4 5
6