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
301
$30K 0.01%
381
-688
302
$30K 0.01%
454
+2
303
$30K 0.01%
250
304
$30K 0.01%
562
305
$29K 0.01%
1,052
306
$29K 0.01%
1,831
-40
307
$29K 0.01%
660
308
$28K 0.01%
350
309
$28K 0.01%
+205
310
$28K 0.01%
732
+1
311
$28K 0.01%
749
-313
312
$27K 0.01%
889
+90
313
$27K 0.01%
551
314
$27K 0.01%
297
-299
315
$27K 0.01%
700
316
$27K 0.01%
209
317
$27K 0.01%
450
318
$25K 0.01%
174
-294
319
$25K 0.01%
331
-110
320
$25K 0.01%
5,381
+83
321
$25K 0.01%
570
322
$25K 0.01%
1,654
323
$24K 0.01%
1,000
324
$24K 0.01%
264
325
$24K 0.01%
225
11 12
13
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