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RIVERVIEW TRUST COMPANY

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VANCOUVER WA Trust
13F Summary
Riverview Trust Company is based out of Vancouver. Their last reported 13F filing for Q4 2023 included $98,276,176 in managed 13F securities and a top 10 holdings concentration of 46.26%. Riverview Trust Company's largest holding is iShares Core MSCI EAFE ETF-iShares Core MSCI EAFE ETF with shares held of 156,257. Whalewisdom has at least 22 13F filings

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

Name $ Change
IEFA iShares Core MSCI EA 11.19%
AAPL Apple Inc 8.16%
MSFT Microsoft Corp. 5.35%
VNQ Vanguard Real Estate 4.03%
VV VANGUARD LARGE-CAP I 3.26%

2023-12-31

13F Activity

Market Value $98.3m, Prior: $113m
New Purchases 1 stocks
Added To 19 stocks
Sold out of 575 stocks
Reduced holdings in 31 stocks
Top 10 Holdings % 46.26%
Turnover %[1] 581.82%
Turnover Alt %[2] 1.91%
Time Held Top 20 13.15 quarters
Time Held Top 10 12 quarters
Time Held All 16.93 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance