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
451
$7K ﹤0.01%
250
452
$7K ﹤0.01%
307
453
$7K ﹤0.01%
95
454
$6K ﹤0.01%
230
455
$6K ﹤0.01%
71
456
$6K ﹤0.01%
151
-1
457
$6K ﹤0.01%
229
458
– –
0
459
$6K ﹤0.01%
150
-425
460
$6K ﹤0.01%
50
461
$6K ﹤0.01%
169
462
$6K ﹤0.01%
118
463
$6K ﹤0.01%
105
464
$6K ﹤0.01%
140
465
$5K ﹤0.01%
60
466
$5K ﹤0.01%
141
467
$5K ﹤0.01%
118
+2
468
$5K ﹤0.01%
80
469
$5K ﹤0.01%
138
-86
470
$5K ﹤0.01%
105
471
$5K ﹤0.01%
312
+60
472
$5K ﹤0.01%
75
473
$5K ﹤0.01%
250
474
$5K ﹤0.01%
+95
475
$5K ﹤0.01%
175
-240
17 18
19
20 21