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
351
$18K 0.01%
700
352
$18K 0.01%
1,157
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353
$18K 0.01%
125
354
$18K 0.01%
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356
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357
$17K 0.01%
623
358
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359
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360
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361
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335
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363
$16K 0.01%
250
364
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365
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697
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366
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367
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500
368
$16K 0.01%
150
369
$15K 0.01%
300
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601
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283
373
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498
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374
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150
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375
$14K 0.01%
45
-25
13 14
15
16 17