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
$239M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
568
New
Increased
Reduced
Closed

Top Buys

1
+$367K
2
+$324K
3
+$319K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$317K
5
STZ icon
Constellation Brands
STZ
+$265K

Top Sells

1
+$325K
2
+$271K
3
+$195K
4
UN
Unilever NV New York Registry Shares
UN
+$190K
5
ORCL icon
Oracle
ORCL
+$184K

Sector Composition

1 Financials 16.63%
2 Healthcare 13.09%
3 Technology 10.78%
4 Industrials 8.69%
5 Communication Services 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
– –
-1,181
277
– –
-2,747
278
– –
-6,586
279
– –
-1,740
280
– –
-2,559
281
– –
-1,399
282
– –
-1,050
283
– –
-562
284
– –
-1,280
285
– –
-234
286
– –
-749
287
– –
-550
288
– –
-45
289
– –
-2,900
290
– –
-58
291
– –
-42
292
– –
-300
293
– –
-917
294
– –
-11
295
– –
-150
296
– –
-158
297
– –
-1,221
298
– –
-287
299
– –
-175
300
– –
-100
10 11
12
13 14