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
451
$10K ﹤0.01%
952
+584
452
$9K ﹤0.01%
230
453
$9K ﹤0.01%
200
454
$9K ﹤0.01%
310
+1
455
$9K ﹤0.01%
248
-260
456
$9K ﹤0.01%
150
457
$9K ﹤0.01%
100
458
$9K ﹤0.01%
400
459
$9K ﹤0.01%
300
460
$9K ﹤0.01%
500
461
$9K ﹤0.01%
140
462
$8K ﹤0.01%
206
-43
463
$8K ﹤0.01%
45
464
$8K ﹤0.01%
229
-200
465
– –
0
466
– –
0
467
$8K ﹤0.01%
120
468
$8K ﹤0.01%
182
-100
469
$8K ﹤0.01%
50
470
– –
0
471
$8K ﹤0.01%
250
-200
472
$8K ﹤0.01%
200
473
$8K ﹤0.01%
100
474
$8K ﹤0.01%
6
475
$8K ﹤0.01%
157
+1
17 18
19
20 21