RWM
Riverbend Wealth Management Portfolio holdings
AUM
$159M
1-Year Est. Return
19.65%
This Fund
S&P 500
1 Year Est. Return
+19.65%
AUM
$159M
AUM Growth
+$15.6M
(+11%)
Holding
155
Top Buys
| 1 | +$669K | |
| 2 | +$587K | |
| 3 | +$534K | |
| 4 |
GE Vernova
GEV
|
+$528K |
| 5 |
Morgan Stanley
MS
|
+$521K |
Top Sells
| 1 | +$493K | |
| 2 | +$391K | |
| 3 | +$338K | |
| 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
Cleveland-Cliffs
CLF
$4.67B
| – | – |
-11,000
|
|
||
|
152
CenterPoint Energy
CNP
$28.3B
| – | – |
-6,098
|
|
||
|
153
Elevance Health
ELV
$65.1B
| – | – |
-754
|
|
||
154
Nu Holdings
NU
$67.8B
| – | – |
-11,000
|
|
||
155
Novo Nordisk
NVO
$166B
| – | – |
-8,884
|
|