RWM

Riverbend Wealth Management Portfolio holdings

AUM $159M
1-Year Est. Return 19.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$132M
AUM Growth
+$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$1.04M
3
+$785K
4
DELL icon
Dell
DELL
+$680K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$672K

Top Sells

1
+$572K
2
+$544K
3
+$477K
4
AMD icon
Advanced Micro Devices
AMD
+$379K
5
CVX icon
Chevron
CVX
+$356K

Sector Composition

1 Technology 15.07%
2 Financials 9.55%
3 Communication Services 5.23%
4 Healthcare 5.1%
5 Consumer Discretionary 4.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.82M 5.92%
12,594
+145
2
$6.46M 4.89%
77,200
+2,205
3
$4.77M 3.61%
8,650
+478
4
$4.7M 3.56%
22,910
+1,178
5
$4.03M 3.05%
8,111
+65
6
$3.99M 3.02%
154,257
+40,302
7
$3.55M 2.69%
22,468
+4,027
8
$3.3M 2.5%
51,582
+399
9
$3.15M 2.39%
11,442
+337
10
$2.95M 2.23%
6,069
+68
11
$2.7M 2.05%
12,324
+339
12
$2.48M 1.88%
18,587
+1,057
13
$2.32M 1.76%
40,812
+7,509
14
$2.23M 1.69%
12,269
-649
15
$2.17M 1.64%
12,308
-1,238
16
$2.05M 1.55%
7,076
+187
17
$1.96M 1.49%
2,659
+82
18
$1.8M 1.37%
67,964
+16,384
19
$1.72M 1.3%
31,734
+760
20
$1.71M 1.3%
37,423
-3,778
21
$1.63M 1.24%
12,190
+10
22
$1.56M 1.18%
5,579
+258
23
$1.48M 1.12%
17,878
-934
24
$1.41M 1.07%
2,289
+191
25
$1.41M 1.06%
10,414
+2,552
1
2 3 4 5