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
$174M
AUM Growth
+$6.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$901K
2
+$857K
3
+$572K
4
AAL icon
American Airlines Group
AAL
+$549K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$411K

Top Sells

1
+$1.12M
2
+$788K
3
+$242K
4
MTW icon
Manitowoc
MTW
+$240K
5
AXP icon
American Express
AXP
+$214K

Sector Composition

1 Healthcare 15.69%
2 Financials 13.68%
3 Industrials 11.51%
4 Technology 10.43%
5 Energy 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.07M 1.19%
51,235
+36
27
$2.02M 1.16%
46,324
-587
28
$1.94M 1.12%
12,779
+292
29
$1.86M 1.07%
14,263
+901
30
$1.84M 1.06%
16,398
+118
31
$1.83M 1.05%
94,141
+771
32
$1.83M 1.05%
32,724
+1,601
33
$1.82M 1.04%
14,997
-673
34
$1.8M 1.04%
66,369
-2,425
35
$1.73M 0.99%
27,159
-489
36
$1.69M 0.97%
48,160
-660
37
$1.65M 0.95%
16,500
-1,002
38
$1.64M 0.94%
128,515
+4,800
39
$1.63M 0.94%
20,577
+158
40
$1.59M 0.92%
23,475
+262
41
$1.54M 0.89%
11,758
+542
42
$1.46M 0.84%
32,228
+852
43
$1.4M 0.8%
17,654
+46
44
$1.36M 0.78%
11,996
-252
45
$1.36M 0.78%
100,895
+1,849
46
$1.36M 0.78%
11,600
-21
47
$1.34M 0.77%
32,562
+414
48
$1.31M 0.75%
27,719
+1,587
49
$1.3M 0.75%
14,140
-68
50
$1.3M 0.74%
35,756
+4,901
1
2
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