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
401
$12K 0.01%
750
402
$12K 0.01%
144
-44
403
$12K 0.01%
878
404
$12K 0.01%
+466
405
$12K 0.01%
374
-2,797
406
$12K 0.01%
851
407
$12K 0.01%
100
408
$12K 0.01%
325
409
$11K ﹤0.01%
200
410
$11K ﹤0.01%
114
-229
411
$11K ﹤0.01%
50
412
$11K ﹤0.01%
240
413
$11K ﹤0.01%
631
414
$11K ﹤0.01%
287
415
$11K ﹤0.01%
438
416
$10K ﹤0.01%
+17
417
$10K ﹤0.01%
99
418
$10K ﹤0.01%
168
419
$10K ﹤0.01%
1,200
+248
420
$10K ﹤0.01%
104
421
$10K ﹤0.01%
104
-110
422
$10K ﹤0.01%
234
+77
423
$9K ﹤0.01%
+48
424
$9K ﹤0.01%
148
-411
425
$9K ﹤0.01%
200
15 16
17
18 19