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
$271M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
627
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$493K
3
+$395K
4
MRO
Marathon Oil Corporation
MRO
+$313K
5
MA icon
Mastercard
MA
+$306K

Top Sells

1
+$314K
2
+$244K
3
+$230K
4
AMGN icon
Amgen
AMGN
+$216K
5
COR icon
Cencora
COR
+$204K

Sector Composition

1 Financials 17.04%
2 Healthcare 12.72%
3 Technology 10.58%
4 Industrials 8.61%
5 Consumer Discretionary 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.98M 1.1%
32,265
-2,213
27
$2.93M 1.08%
14,114
-1,044
28
$2.91M 1.07%
37,212
+3,682
29
$2.88M 1.06%
39,010
+375
30
$2.82M 1.04%
42,155
-385
31
$2.74M 1.01%
142,116
-954
32
$2.54M 0.94%
28,100
-1,139
33
$2.5M 0.92%
47,266
-811
34
$2.46M 0.91%
8,415
+274
35
$2.41M 0.89%
20,983
-94
36
$2.38M 0.88%
96,085
-7,543
37
$2.38M 0.88%
85,123
-1,669
38
$2.36M 0.87%
17,642
-1,360
39
$2.36M 0.87%
42,891
+110
40
$2.32M 0.86%
22,720
+455
41
$2.22M 0.82%
16,088
-306
42
$2.04M 0.75%
9,829
-35
43
$2.03M 0.75%
15,926
-242
44
$2.01M 0.74%
9,316
+1,197
45
$1.97M 0.73%
10,614
-150
46
$1.94M 0.72%
12,094
-199
47
$1.94M 0.71%
20,131
+385
48
$1.94M 0.71%
11,782
+575
49
$1.91M 0.7%
16,957
-9
50
$1.88M 0.69%
31,560
-180
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2
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