RWM

Riverbend Wealth Management Portfolio holdings

AUM $143M
1-Year Est. Return 17.72%
This Quarter Est. Return
1 Year Est. Return
+17.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$112M
AUM Growth
-$490K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$572K
3
+$555K
4
UBER icon
Uber
UBER
+$419K
5
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$306K

Top Sells

1
+$1.12M
2
+$435K
3
+$390K
4
GOVI icon
Invesco Equal Weight 0-30 Year Treasury ETF
GOVI
+$385K
5
DECK icon
Deckers Outdoor
DECK
+$356K

Sector Composition

1 Technology 14.11%
2 Financials 10.06%
3 Healthcare 6.6%
4 Communication Services 4.77%
5 Consumer Discretionary 4.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.99M 6.26%
12,449
-1,988
2
$5.99M 5.36%
74,995
-1,302
3
$4.83M 4.32%
21,732
-586
4
$3.83M 3.43%
8,172
+22
5
$3.2M 2.86%
6,001
-1
6
$3.16M 2.83%
51,183
-2,375
7
$3.02M 2.7%
8,046
+196
8
$2.95M 2.64%
113,955
+7,125
9
$2.28M 2.04%
11,985
+410
10
$2.26M 2.02%
17,530
-285
11
$2.24M 2%
12,918
-584
12
$2.09M 1.87%
13,546
+457
13
$2M 1.79%
18,441
+836
14
$1.9M 1.7%
33,303
-29
15
$1.88M 1.68%
41,201
+2,156
16
$1.86M 1.66%
11,105
+1,016
17
$1.69M 1.51%
6,889
+90
18
$1.64M 1.47%
30,974
-220
19
$1.54M 1.38%
18,812
+359
20
$1.49M 1.33%
2,577
+8
21
$1.38M 1.23%
5,321
-35
22
$1.36M 1.22%
+51,580
23
$1.35M 1.21%
2,573
+224
24
$1.21M 1.08%
13,493
+6,178
25
$1.17M 1.05%
2,098
+65
1
2 3 4 5