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
$181M
AUM Growth
+$6.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$663K
2
+$463K
3
+$449K
4
META icon
Meta Platforms (Facebook)
META
+$431K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$328K

Top Sells

1
+$1.8M
2
+$395K
3
+$327K
4
M icon
Macy's
M
+$300K
5
DGX icon
Quest Diagnostics
DGX
+$280K

Sector Composition

1 Healthcare 14.51%
2 Financials 14.4%
3 Industrials 11.89%
4 Technology 9.59%
5 Energy 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.23M 1.23%
47,039
+409
27
$2.14M 1.18%
24,059
+411
28
$2.02M 1.12%
16,092
+1,829
29
$2M 1.11%
57,880
+1,461
30
$1.97M 1.09%
45,215
-1,109
31
$1.96M 1.08%
97,683
+3,542
32
$1.93M 1.07%
48,020
-140
33
$1.87M 1.03%
16,074
-426
34
$1.86M 1.03%
15,426
-972
35
$1.84M 1.02%
113,275
+12,380
36
$1.8M 1%
26,489
-670
37
$1.8M 0.99%
40,756
+5,000
38
$1.78M 0.98%
15,056
+59
39
$1.72M 0.95%
33,162
+438
40
$1.6M 0.88%
12,672
+1,072
41
$1.59M 0.88%
19,706
-871
42
$1.52M 0.84%
34,610
+2,048
43
$1.51M 0.84%
96,674
+3,611
44
$1.51M 0.83%
12,017
+259
45
$1.49M 0.82%
72,937
+4,473
46
$1.47M 0.81%
24,936
+7,838
47
$1.47M 0.81%
12,301
+535
48
$1.47M 0.81%
32,755
+527
49
$1.46M 0.8%
11,911
-85
50
$1.41M 0.78%
17,957
+303
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