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
$237M
AUM Growth
-$3.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$1.19M
2
+$618K
3
+$455K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$305K
5
ECOL
US Ecology, Inc.
ECOL
+$261K

Top Sells

1
+$294K
2
+$275K
3
+$256K
4
MDLZ icon
Mondelez International
MDLZ
+$248K
5
LLY icon
Eli Lilly
LLY
+$220K

Sector Composition

1 Financials 18.27%
2 Healthcare 12.1%
3 Technology 10.11%
4 Industrials 8.88%
5 Communication Services 5.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.73M 1.15%
24,987
+170
27
$2.67M 1.13%
84,147
+1,367
28
$2.65M 1.12%
15,104
-385
29
$2.6M 1.1%
19,016
-26
30
$2.59M 1.09%
15,187
+266
31
$2.57M 1.08%
35,480
+1,720
32
$2.55M 1.08%
32,548
+415
33
$2.54M 1.07%
143,850
+5,472
34
$2.51M 1.06%
49,621
-710
35
$2.4M 1.01%
28,162
+1,577
36
$2.38M 1%
42,857
-1,470
37
$2.32M 0.98%
39,175
-123
38
$2.29M 0.97%
85,070
-2,532
39
$2.1M 0.88%
16,361
-571
40
$2.07M 0.87%
7,806
+21
41
$2.06M 0.87%
7,820
+4,506
42
$1.86M 0.79%
27,665
-779
43
$1.86M 0.78%
21,726
-295
44
$1.84M 0.78%
44,792
-575
45
$1.8M 0.76%
20,486
+957
46
$1.79M 0.75%
12,392
-539
47
$1.75M 0.74%
10,945
+800
48
$1.74M 0.73%
22,485
-447
49
$1.74M 0.73%
10,870
+318
50
$1.73M 0.73%
16,290
+237
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2
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