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
$225M
AUM Growth
-$46.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
616
New
Increased
Reduced
Closed

Top Buys

1
+$1.85M
2
+$495K
3
+$408K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$357K
5
AMGN icon
Amgen
AMGN
+$291K

Top Sells

1
+$1.94M
2
+$1.2M
3
+$600K
4
VTRS icon
Viatris
VTRS
+$384K
5
DVN icon
Devon Energy
DVN
+$358K

Sector Composition

1 Financials 16.4%
2 Healthcare 13.33%
3 Technology 10.02%
4 Industrials 8.06%
5 Consumer Discretionary 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.49M 1.11%
55,057
-3,449
27
$2.45M 1.09%
39,363
-520
28
$2.44M 1.08%
126,472
+7,465
29
$2.24M 1%
28,102
+2
30
$2.19M 0.98%
137,412
-4,704
31
$2.15M 0.96%
41,200
-1,691
32
$2.13M 0.95%
28,687
-3,578
33
$2.08M 0.93%
41,329
-826
34
$2.08M 0.92%
45,485
-1,781
35
$2.07M 0.92%
22,680
-40
36
$2.06M 0.92%
15,964
-1,678
37
$2.05M 0.91%
15,875
-213
38
$1.98M 0.88%
7,868
-547
39
$1.97M 0.88%
21,321
+338
40
$1.92M 0.85%
81,552
-3,571
41
$1.9M 0.84%
73,020
-23,065
42
$1.85M 0.82%
+11,870
43
$1.79M 0.8%
19,573
-558
44
$1.7M 0.75%
12,030
+1,612
45
$1.69M 0.75%
23,683
-1,418
46
$1.61M 0.72%
10,446
-168
47
$1.61M 0.71%
9,354
-475
48
$1.58M 0.7%
18,396
+1,439
49
$1.53M 0.68%
22,369
+397
50
$1.53M 0.68%
29,560
-2,000
1
2
3 4 5