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
$215M
AUM Growth
+$8.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$772K
2
+$626K
3
+$499K
4
CWB icon
SPDR Bloomberg Convertible Securities ETF
CWB
+$340K
5
V icon
Visa
V
+$313K

Top Sells

1
+$1.37M
2
+$866K
3
+$623K
4
TRGP icon
Targa Resources
TRGP
+$217K
5
HPE icon
Hewlett Packard
HPE
+$181K

Sector Composition

1 Financials 16.68%
2 Healthcare 13.85%
3 Industrials 10.01%
4 Technology 9.72%
5 Communication Services 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.5M 1.16%
102,970
+2,348
27
$2.46M 1.14%
45,419
-637
28
$2.45M 1.14%
52,740
+2,840
29
$2.45M 1.14%
99,807
-2,111
30
$2.37M 1.1%
30,897
-661
31
$2.37M 1.1%
29,585
+2,826
32
$2.32M 1.08%
40,883
+819
33
$2.15M 1%
82,750
+1,726
34
$2.14M 1%
133,470
+12,567
35
$2.11M 0.98%
23,131
+260
36
$2.08M 0.97%
53,820
-205
37
$2.05M 0.95%
21,859
+3,334
38
$2M 0.93%
51,509
+250
39
$1.94M 0.9%
15,544
+223
40
$1.93M 0.9%
43,848
-33
41
$1.91M 0.89%
14,410
+679
42
$1.84M 0.86%
7,554
+127
43
$1.81M 0.84%
13,669
-274
44
$1.75M 0.81%
99,547
+4,276
45
$1.73M 0.81%
25,130
+1,517
46
$1.72M 0.8%
38,493
-993
47
$1.59M 0.74%
21,990
+556
48
$1.59M 0.74%
19,753
+215
49
$1.54M 0.72%
20,623
+192
50
$1.48M 0.69%
34,697
-804
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