RWM

Riverbend Wealth Management Portfolio holdings

AUM $161M
1-Year Est. Return 21.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$143M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$342K
2
+$322K
3
+$225K
4
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$222K
5
SMCI icon
Super Micro Computer
SMCI
+$205K

Top Sells

1
+$550K
2
+$322K
3
+$227K
4
FICO icon
Fair Isaac
FICO
+$207K
5
CMCSA icon
Comcast
CMCSA
+$201K

Sector Composition

1 Technology 16.24%
2 Financials 9.48%
3 Communication Services 5.36%
4 Healthcare 4.65%
5 Consumer Discretionary 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.19M 5.72%
12,241
-353
2
$6.85M 4.78%
77,025
-175
3
$5.91M 4.13%
23,228
+318
4
$5.1M 3.56%
8,491
-159
5
$4.33M 3.02%
23,190
+722
6
$4.31M 3.01%
8,322
+211
7
$4.14M 2.89%
158,389
+4,132
8
$3.72M 2.6%
11,268
-174
9
$3.46M 2.42%
50,843
-739
10
$3.09M 2.15%
6,137
+68
11
$3.03M 2.11%
12,460
+152
12
$2.73M 1.91%
12,450
+126
13
$2.58M 1.8%
18,319
-268
14
$2.41M 1.69%
42,287
+1,475
15
$2.32M 1.62%
12,236
-33
16
$2.07M 1.45%
44,867
+7,444
17
$2.06M 1.44%
6,523
-553
18
$1.96M 1.37%
2,672
+13
19
$1.86M 1.3%
69,172
+1,208
20
$1.83M 1.28%
21,749
+3,871
21
$1.79M 1.25%
31,690
-44
22
$1.66M 1.16%
11,418
+1,004
23
$1.58M 1.1%
21,460
-856
24
$1.54M 1.07%
16,488
-72
25
$1.53M 1.07%
15,121
-17
1
2 3 4 5