RTC

Riverview Trust Company Portfolio holdings

AUM $82.8M
1-Year Est. Return 15.31%
This Quarter Est. Return
1 Year Est. Return
+15.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$104M
AUM Growth
-$44.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1 +$290K
2 +$203K
3 +$170K
4
DON icon
WisdomTree US MidCap Dividend Fund
DON
+$151K
5
RTX icon
RTX Corp
RTX
+$109K

Top Sells

1 +$1.51M
2 +$785K
3 +$652K
4
ADSK icon
Autodesk
ADSK
+$637K
5
AMZN icon
Amazon
AMZN
+$606K

Sector Composition

1 Technology 13.32%
2 Healthcare 9.04%
3 Financials 6.87%
4 Materials 5.95%
5 Communication Services 4.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$21K 0.02%
335
202
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228
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$20K 0.02%
197
204
$19K 0.02%
382
205
$19K 0.02%
228
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$19K 0.02%
1,025
207
$19K 0.02%
557
208
$19K 0.02%
129
209
$18K 0.02%
117
210
$18K 0.02%
248
211
$17K 0.02%
559
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$17K 0.02%
297
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$17K 0.02%
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$17K 0.02%
374
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$15K 0.01%
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561
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$15K 0.01%
112
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$14K 0.01%
+200
219
$14K 0.01%
169
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$14K 0.01%
653
221
$14K 0.01%
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222
$14K 0.01%
258
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$14K 0.01%
1,301
224
$14K 0.01%
264
-1,553
225
$13K 0.01%
+200