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
$158M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$1.74M
2
+$1.31M
3
+$825K
4
TEL icon
TE Connectivity
TEL
+$681K
5
HUN icon
Huntsman Corp
HUN
+$582K

Top Sells

1
+$1.58M
2
+$742K
3
+$662K
4
HPQ icon
HP
HPQ
+$637K
5
IBM icon
IBM
IBM
+$575K

Sector Composition

1 Healthcare 16.92%
2 Financials 14.69%
3 Technology 11.31%
4 Industrials 11.1%
5 Consumer Staples 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.81M 1.15%
70,581
-2,070
27
$1.8M 1.14%
33,225
+855
28
$1.8M 1.14%
52,696
+83
29
$1.74M 1.1%
+44,820
30
$1.67M 1.06%
16,271
-251
31
$1.66M 1.05%
20,336
+384
32
$1.65M 1.04%
92,400
+6,304
33
$1.56M 0.99%
15,155
-697
34
$1.55M 0.98%
27,967
+212
35
$1.53M 0.97%
10,983
+216
36
$1.53M 0.97%
24,476
-706
37
$1.44M 0.91%
15,112
+3,233
38
$1.44M 0.91%
31,150
-491
39
$1.37M 0.87%
25,141
+252
40
$1.34M 0.85%
95,203
+10,151
41
$1.32M 0.84%
12,629
-230
42
$1.31M 0.83%
+116,864
43
$1.24M 0.79%
73,700
-996
44
$1.24M 0.78%
17,758
+847
45
$1.23M 0.78%
61,218
+1,421
46
$1.21M 0.76%
14,250
+7
47
$1.2M 0.76%
19,845
-934
48
$1.19M 0.75%
11,913
-60
49
$1.16M 0.73%
26,977
+13,382
50
$1.15M 0.73%
17,229
-474
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