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
$167M
AUM Growth
+$9.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$1.55M
2
+$1.28M
3
+$1.1M
4
WBT
Welbilt, Inc.
WBT
+$850K
5
BDN
Brandywine Realty Trust
BDN
+$542K

Top Sells

1
+$1.86M
2
+$890K
3
+$248K
4
MCK icon
McKesson
MCK
+$216K
5
GSK icon
GSK
GSK
+$210K

Sector Composition

1 Healthcare 15.58%
2 Financials 13.1%
3 Industrials 11.48%
4 Technology 11.17%
5 Consumer Staples 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.89M 1.13%
46,911
+59
27
$1.87M 1.12%
12,487
+1,144
28
$1.86M 1.11%
16,280
+9
29
$1.86M 1.11%
48,820
+4,000
30
$1.86M 1.11%
17,502
-40
31
$1.83M 1.1%
68,794
-1,787
32
$1.77M 1.06%
20,419
+83
33
$1.75M 1.04%
93,370
+970
34
$1.71M 1.02%
27,648
-319
35
$1.7M 1.01%
15,670
+515
36
$1.68M 1.01%
31,123
-27
37
$1.59M 0.95%
13,362
+9,201
38
$1.56M 0.93%
11,216
+233
39
$1.55M 0.93%
+35,941
40
$1.48M 0.88%
23,213
-1,263
41
$1.41M 0.84%
12,248
-381
42
$1.36M 0.81%
100,574
+5,371
43
$1.32M 0.79%
99,046
+5,949
44
$1.3M 0.78%
17,608
-150
45
$1.29M 0.77%
20,495
+650
46
$1.28M 0.76%
15,120
+8
47
$1.27M 0.76%
14,208
-42
48
$1.26M 0.76%
26,132
+991
49
$1.21M 0.72%
17,090
-139
50
$1.2M 0.72%
11,621
-292
1
2
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