RWA
River Wealth Advisors Portfolio holdings
AUM $720M
AUM
$720M
AUM Growth
-$34.9M (-5%)
Cap. Flow
+$7.95M
Cap. Flow % of AUM
1.1%
Top 10 Holdings %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
1 | Technology | 19.45% |
2 | Financials | 12.12% |
3 | Healthcare | 8.37% |
4 | Consumer Discretionary | 7.12% |
5 | Industrials | 7.12% |