RWA

River Wealth Advisors Portfolio holdings

AUM $804M
1-Year Est. Return 14.72%
This Quarter Est. Return
1 Year Est. Return
+14.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$225M
AUM Growth
-$46.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
616
New
Increased
Reduced
Closed

Top Buys

1
+$1.85M
2
+$495K
3
+$408K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$357K
5
AMGN icon
Amgen
AMGN
+$291K

Top Sells

1
+$1.94M
2
+$1.2M
3
+$600K
4
VTRS icon
Viatris
VTRS
+$384K
5
DVN icon
Devon Energy
DVN
+$358K

Sector Composition

1 Financials 16.4%
2 Healthcare 13.33%
3 Technology 10.02%
4 Industrials 8.06%
5 Consumer Discretionary 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$59K 0.03%
2,400
227
$59K 0.03%
1,795
+5
228
$57K 0.03%
973
229
$57K 0.03%
4,060
+20
230
$56K 0.02%
1,900
231
$56K 0.02%
431
-50
232
$56K 0.02%
570
-617
233
$55K 0.02%
292
234
$55K 0.02%
1,300
235
$55K 0.02%
2,858
+562
236
$54K 0.02%
912
-300
237
$54K 0.02%
474
238
$52K 0.02%
1,587
+43
239
$52K 0.02%
1,450
-150
240
$51K 0.02%
642
-60
241
$51K 0.02%
+1,914
242
$51K 0.02%
+917
243
$50K 0.02%
600
-30
244
$50K 0.02%
1,241
-300
245
$49K 0.02%
1,400
246
$49K 0.02%
507
-300
247
$49K 0.02%
1,300
248
$49K 0.02%
1,119
249
$48K 0.02%
362
-31
250
$47K 0.02%
+3,554
8 9
10
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