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
$206M
AUM Growth
+$8.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$866K
3
+$386K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$353K
5
VZ icon
Verizon
VZ
+$339K

Top Sells

1
+$2.07M
2
+$625K
3
+$342K
4
TGT icon
Target
TGT
+$328K
5
UN
Unilever NV New York Registry Shares
UN
+$252K

Sector Composition

1 Financials 16.15%
2 Healthcare 13.79%
3 Technology 10.28%
4 Industrials 9.77%
5 Energy 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.39M 1.16%
38,377
+5,665
27
$2.37M 1.15%
100,622
+1,289
28
$2.27M 1.1%
46,056
-18
29
$2.22M 1.08%
40,064
+1,984
30
$2.19M 1.06%
43,881
-1,518
31
$2.19M 1.06%
13,231
+857
32
$2.13M 1.04%
26,759
+954
33
$2.12M 1.03%
49,900
+1,560
34
$2.06M 1%
81,024
+4,493
35
$2.02M 0.98%
54,025
-2,523
36
$2M 0.97%
51,259
+1,000
37
$1.93M 0.93%
39,486
+6,950
38
$1.91M 0.93%
120,903
+24,483
39
$1.88M 0.91%
45,054
+601
40
$1.86M 0.9%
22,871
-1,623
41
$1.82M 0.88%
15,321
+691
42
$1.76M 0.86%
7,427
+214
43
$1.75M 0.85%
35,501
+831
44
$1.71M 0.83%
13,731
-1,213
45
$1.65M 0.8%
13,943
-1,169
46
$1.65M 0.8%
18,525
+460
47
$1.56M 0.76%
21,434
+956
48
$1.55M 0.75%
23,613
+3,670
49
$1.55M 0.75%
20,431
+411
50
$1.55M 0.75%
95,271
+8,948
1
2
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