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
$198M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.95M
3
+$896K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$734K
5
AAL icon
American Airlines Group
AAL
+$611K

Top Sells

1
+$864K
2
+$672K
3
+$416K
4
CVS icon
CVS Health
CVS
+$328K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$232K

Sector Composition

1 Financials 16.44%
2 Healthcare 13.12%
3 Industrials 11.14%
4 Technology 9.14%
5 Energy 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.19M 1.11%
99,333
+2,659
27
$2.1M 1.06%
14,354
+662
28
$2.09M 1.06%
38,080
+3,470
29
$2.07M 1.05%
129,979
-2,210
30
$2.06M 1.04%
76,531
+3,594
31
$2.05M 1.04%
+25,805
32
$2.03M 1.03%
44,453
+3,697
33
$1.93M 0.97%
56,548
-1,332
34
$1.92M 0.97%
50,259
-22,641
35
$1.92M 0.97%
48,340
+320
36
$1.89M 0.96%
32,712
+7,776
37
$1.88M 0.95%
34,670
+1,915
38
$1.88M 0.95%
46,074
-965
39
$1.85M 0.94%
100,698
+3,015
40
$1.84M 0.93%
24,494
-1,995
41
$1.78M 0.9%
12,374
+357
42
$1.77M 0.9%
15,112
-314
43
$1.74M 0.88%
32,536
-626
44
$1.74M 0.88%
14,807
-1,267
45
$1.72M 0.87%
14,944
-112
46
$1.65M 0.84%
19,131
-575
47
$1.62M 0.82%
7,213
+3,264
48
$1.57M 0.79%
19,900
-4,159
49
$1.52M 0.77%
32,499
+13,089
50
$1.47M 0.74%
14,630
+1,958
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