RWM
Riverbend Wealth Management Portfolio holdings
AUM
$161M
1-Year Est. Return
21.51%
This Fund
S&P 500
1 Year Est. Return
+21.51%
AUM
$161M
AUM Growth
+$2.02M
(+1.3%)
Holding
156
Top Buys
| 1 | +$811K | |
| 2 | +$640K | |
| 3 | +$577K | |
| 4 |
Microsoft
MSFT
|
+$441K |
| 5 |
Newmont
NEM
|
+$407K |
Top Sells
| 1 | +$813K | |
| 2 | +$500K | |
| 3 | +$433K | |
| 4 |
Citigroup
C
|
+$432K |
| 5 |
lululemon athletica
LULU
|
+$348K |
Sector Composition
| 1 | Technology | 13.65% |
| 2 | Financials | 8.77% |
| 3 | Healthcare | 5.34% |
| 4 | Communication Services | 4.39% |
| 5 | Industrials | 3.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Mercado Libre
MELI
$93.8B
| – | – |
-100
|
|
||
|
152
lululemon athletica
LULU
$15.4B
| – | – |
-1,672
|
|
||
|
HOUS
153
DELISTED
Anywhere Real Estate
HOUS
| – | – |
-11,352
|
|
||
154
Salesforce
CRM
$150B
| – | – |
-3,067
|
|
||
155
Arista Networks
ANET
$217B
| – | – |
-1,588
|
|
||
156
Adobe
ADBE
$101B
| – | – |
-1,236
|
|