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
326
$23K 0.01%
350
327
$23K 0.01%
550
328
$22K 0.01%
500
329
$22K 0.01%
594
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330
$22K 0.01%
486
331
$21K 0.01%
283
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$21K 0.01%
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333
$21K 0.01%
210
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$20K 0.01%
1,306
-9,300
335
$20K 0.01%
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336
$20K 0.01%
187
337
$20K 0.01%
700
338
$20K 0.01%
325
339
$20K 0.01%
450
340
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341
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255
342
$19K 0.01%
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343
$19K 0.01%
225
344
$19K 0.01%
740
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345
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346
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347
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348
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349
$19K 0.01%
765
350
$18K 0.01%
645
+20
12 13
14
15 16