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
$157M
AUM Growth
-$4.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$221K
2
+$202K
3
+$145K
4
ORCL icon
Oracle
ORCL
+$113K
5
CVS icon
CVS Health
CVS
+$102K

Top Sells

1
+$201K
2
+$201K
3
+$184K
4
PPL icon
PPL Corp
PPL
+$152K
5
IRDM icon
Iridium Communications
IRDM
+$146K

Sector Composition

1 Healthcare 16.73%
2 Financials 14.29%
3 Industrials 11.61%
4 Technology 11.28%
5 Energy 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.8M 1.15%
15,092
+524
27
$1.77M 1.12%
74,721
-4,902
28
$1.72M 1.09%
10,474
-506
29
$1.65M 1.05%
29,639
-99
30
$1.63M 1.04%
10,630
-40
31
$1.62M 1.03%
80,360
+3,719
32
$1.6M 1.02%
19,913
-258
33
$1.57M 1%
16,130
-114
34
$1.51M 0.96%
51,126
-5,145
35
$1.46M 0.93%
20,927
-1,014
36
$1.45M 0.92%
31,160
-1,939
37
$1.43M 0.91%
22,302
+216
38
$1.42M 0.91%
25,319
-900
39
$1.42M 0.9%
14,910
-77
40
$1.41M 0.9%
24,557
+627
41
$1.35M 0.86%
22,055
-91
42
$1.32M 0.84%
8,508
-160
43
$1.27M 0.8%
12,072
+971
44
$1.26M 0.8%
11,919
-150
45
$1.26M 0.8%
13,013
-32
46
$1.25M 0.79%
46,885
-2,411
47
$1.25M 0.79%
83,082
-651
48
$1.23M 0.78%
17,438
+115
49
$1.23M 0.78%
15,800
-469
50
$1.22M 0.78%
71,781
+3
1
2
3 4 5