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
251
$47K 0.02%
560
252
$47K 0.02%
1,085
-985
253
$47K 0.02%
277
254
$46K 0.02%
342
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255
$45K 0.02%
4,375
+1,200
256
$45K 0.02%
289
257
$45K 0.02%
606
+1
258
$44K 0.02%
848
-261
259
$44K 0.02%
850
260
$43K 0.02%
1,071
261
$42K 0.02%
4,030
262
$42K 0.02%
1,528
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263
$41K 0.02%
266
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$41K 0.02%
370
-40
265
$41K 0.02%
1,787
266
$41K 0.02%
719
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267
$41K 0.02%
1,350
268
$41K 0.02%
614
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269
$40K 0.02%
546
270
$39K 0.02%
520
271
$38K 0.02%
96
-21
272
$37K 0.02%
1,622
273
$37K 0.02%
417
274
$36K 0.02%
730
-200
275
$36K 0.02%
675
-625
9 10
11
12 13