RWA

River Wealth Advisors Portfolio holdings

AUM $892M
1-Year Est. Return 19.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$626M
AUM Growth
-$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$3.03M
2
+$1.39M
3
+$1.11M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$951K
5
QCOM icon
Qualcomm
QCOM
+$756K

Top Sells

1
+$832K
2
+$301K
3
+$256K
4
IBM icon
IBM
IBM
+$248K
5
RPM icon
RPM International
RPM
+$238K

Sector Composition

1 Technology 14.62%
2 Financials 11.66%
3 Healthcare 9.39%
4 Industrials 6.29%
5 Consumer Discretionary 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-1,475
227
– –
-653
228
– –
-5,702
6 7 8 9
10