RWM
Riverbend Wealth Management Portfolio holdings
AUM
$159M
1-Year Est. Return
19.59%
This Fund
S&P 500
1 Year Est. Return
+19.59%
AUM
$159M
AUM Growth
+$15.6M
(+11%)
Holding
155
Top Buys
| 1 | +$674K | |
| 2 | +$596K | |
| 3 | +$567K | |
| 4 |
Morgan Stanley
MS
|
+$555K |
| 5 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
+$536K |
Top Sells
| 1 | +$493K | |
| 2 | +$379K | |
| 3 | +$342K | |
| 4 |
Elevance Health
ELV
|
+$244K |
| 5 |
CenterPoint Energy
CNP
|
+$237K |
Sector Composition
| 1 | Technology | 14.98% |
| 2 | Financials | 9.74% |
| 3 | Communication Services | 5.29% |
| 4 | Healthcare | 5.01% |
| 5 | Consumer Discretionary | 3.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Novo Nordisk
NVO
$263B
| – | – |
-8,884
|
|
||
152
Nu Holdings
NU
$88.2B
| – | – |
-11,000
|
|
||
|
153
Elevance Health
ELV
$76.5B
| – | – |
-754
|
|
||
|
154
CenterPoint Energy
CNP
$25.7B
| – | – |
-6,098
|
|
||
155
Cleveland-Cliffs
CLF
$7.99B
| – | – |
-11,000
|
|