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
$271M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
627
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$493K
3
+$395K
4
MRO
Marathon Oil Corporation
MRO
+$313K
5
MA icon
Mastercard
MA
+$306K

Top Sells

1
+$314K
2
+$244K
3
+$230K
4
AMGN icon
Amgen
AMGN
+$216K
5
COR icon
Cencora
COR
+$204K

Sector Composition

1 Financials 17.04%
2 Healthcare 12.72%
3 Technology 10.58%
4 Industrials 8.61%
5 Consumer Discretionary 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$66K 0.02%
1,541
-3,171
252
$66K 0.02%
474
+35
253
$65K 0.02%
2,097
+703
254
$65K 0.02%
1,600
255
$64K 0.02%
596
256
$64K 0.02%
393
257
$63K 0.02%
392
258
$62K 0.02%
630
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259
$62K 0.02%
1,544
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260
$61K 0.02%
548
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261
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1,350
-200
262
$60K 0.02%
1,300
263
$60K 0.02%
320
264
$59K 0.02%
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265
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510
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266
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1,300
267
$58K 0.02%
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269
$56K 0.02%
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270
$55K 0.02%
117
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-365
272
$54K 0.02%
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273
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486
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274
$53K 0.02%
1,400
275
$52K 0.02%
1,071
+195
9 10
11
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