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
276
$35K 0.02%
1,450
-50
277
$35K 0.02%
950
278
$35K 0.02%
364
279
$34K 0.02%
300
280
$34K 0.02%
519
-185
281
$34K 0.02%
420
282
$34K 0.02%
730
-500
283
$34K 0.02%
865
284
$34K 0.02%
850
285
$33K 0.01%
244
-235
286
$33K 0.01%
524
287
$33K 0.01%
872
+25
288
$33K 0.01%
135
289
$33K 0.01%
1,050
290
$33K 0.01%
100
291
$33K 0.01%
290
292
$32K 0.01%
225
293
$32K 0.01%
355
-104
294
$32K 0.01%
294
-254
295
$32K 0.01%
850
-450
296
$31K 0.01%
1,179
-1,109
297
$31K 0.01%
18
298
$31K 0.01%
602
299
$31K 0.01%
659
300
$31K 0.01%
1,740
10 11
12
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