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
301
$40K 0.01%
266
302
$40K 0.01%
524
303
$40K 0.01%
1,871
+318
304
$40K 0.01%
865
+350
305
$40K 0.01%
1,622
306
$40K 0.01%
1,062
307
$38K 0.01%
2,150
+3
308
$38K 0.01%
850
309
$38K 0.01%
135
+50
310
$38K 0.01%
417
311
$38K 0.01%
270
312
$37K 0.01%
350
313
$37K 0.01%
847
-400
314
$37K 0.01%
+1,286
315
$37K 0.01%
+1,273
316
$36K 0.01%
18
317
$36K 0.01%
602
-24
318
$36K 0.01%
1,740
319
$35K 0.01%
3,175
+2,400
320
$35K 0.01%
746
321
$35K 0.01%
1,052
322
$35K 0.01%
250
323
$35K 0.01%
545
+300
324
$34K 0.01%
+70
325
$34K 0.01%
300
11 12
13
14 15