RWA

River Wealth Advisors Portfolio holdings

AUM $720M
AUM
$720M
AUM Growth
-$34.9M
Cap. Flow
+$7.95M
Cap. Flow %
1.1%
Top 10 Hldgs %
37.45%
Holding
209
New
3
Increased
52
Reduced
125
Closed
12

Top Buys

1
$2.83M
2
$2.49M
3
$1.18M
4
$1.02M
5
$959K

Top Sells

1
$1.06M
2
$843K
3
$656K
4
$487K
5
$427K

Sector Composition

1Technology19.45%
2Financials12.12%
3Healthcare8.37%
4Consumer Discretionary7.12%
5Industrials7.12%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$47.9M6.66%240,109
+5,115
+2%
+$1.02M
$39.4M5.47%177,344
+898
+0.5%
+$199K
$33.3M4.62%391,021
+7,518
+2%
+$640K
$29.9M4.16%79,689
+1,511
+2%
+$567K
$28.2M3.92%50,176
+1,051
+2%
+$591K
$23.4M3.25%215,883
+7,104
+3%
+$770K
$17.5M2.43%49,924
-243
-0.5%
-$85.2K
$17.2M2.39%224,733
+2,285
+1%
+$175K
$16.4M2.28%52,502
+3,072
+6%
+$959K
$16.3M2.27%105,413
+1,971
+2%
+$305K
$16.2M2.25%66,074
+284
+0.4%
+$69.7K
$15.5M2.15%58,077
+4,438
+8%
+$1.18M
$15.1M2.1%249,218
-10,807
-4%
-$656K
$14.5M2.02%76,437
+921
+1%
+$175K
$12.3M1.71%45,968
+9,267
+25%
+$2.49M
$10.5M1.47%37,918
+691
+2%
+$192K
$9.1M1.27%30,142
+1,594
+6%
+$481K
$9.07M1.26%217,255
+9,169
+4%
+$383K
$8.64M1.2%31,793
+1,083
+4%
+$294K
$8.4M1.17%69,005
-3,095
-4%
-$377K
$8.29M1.15%40,006
+3,480
+10%
+$721K
$8.22M1.14%9,955
+392
+4%
+$324K
$8.16M1.13%64,152
+6,804
+12%
+$865K
$7.96M1.11%158,461
+15,905
+11%
+$799K
$7.42M1.03%49,479
-2,850
-5%
-$427K
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