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
$146M
AUM Growth
-$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$508K
2
+$291K
3
+$283K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$243K
5
STI
SunTrust Banks, Inc.
STI
+$202K

Top Sells

1
+$505K
2
+$271K
3
+$219K
4
SNDK
SANDISK CORP
SNDK
+$207K
5
NUE icon
Nucor
NUE
+$96.9K

Sector Composition

1 Healthcare 16.03%
2 Financials 14.91%
3 Technology 11.82%
4 Industrials 10.45%
5 Consumer Staples 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.73M 1.19%
52,613
+1,487
27
$1.68M 1.16%
16,522
+1,430
28
$1.67M 1.15%
17,340
+5,268
29
$1.63M 1.12%
86,096
+5,736
30
$1.55M 1.07%
11,217
+587
31
$1.53M 1.05%
19,952
+39
32
$1.51M 1.03%
10,767
+293
33
$1.5M 1.03%
25,131
+2,829
34
$1.48M 1.02%
15,852
-278
35
$1.44M 0.99%
25,182
+625
36
$1.41M 0.97%
27,755
-193
37
$1.38M 0.95%
31,641
+481
38
$1.28M 0.88%
24,889
-430
39
$1.26M 0.87%
12,859
-154
40
$1.22M 0.84%
28,887
+387
41
$1.2M 0.83%
21,786
-269
42
$1.17M 0.8%
16,911
+2,758
43
$1.16M 0.8%
74,696
+2,915
44
$1.16M 0.8%
20,779
-148
45
$1.15M 0.79%
85,052
+1,970
46
$1.15M 0.79%
14,243
+179
47
$1.13M 0.78%
59,797
+1,157
48
$1.12M 0.77%
17,703
-304
49
$1.11M 0.76%
51,384
-23,337
50
$1.09M 0.75%
11,973
+54
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