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
$239M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
568
New
Increased
Reduced
Closed

Top Buys

1
+$367K
2
+$324K
3
+$319K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$317K
5
STZ icon
Constellation Brands
STZ
+$265K

Top Sells

1
+$325K
2
+$271K
3
+$195K
4
UN
Unilever NV New York Registry Shares
UN
+$190K
5
ORCL icon
Oracle
ORCL
+$184K

Sector Composition

1 Financials 16.63%
2 Healthcare 13.09%
3 Technology 10.78%
4 Industrials 8.69%
5 Communication Services 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.77M 1.16%
51,623
-3,434
27
$2.64M 1.11%
13,897
-1,711
28
$2.6M 1.09%
38,942
-421
29
$2.51M 1.05%
27,638
-464
30
$2.46M 1.03%
133,485
-3,927
31
$2.44M 1.02%
22,576
-104
32
$2.39M 1%
41,470
+270
33
$2.38M 1%
40,250
-1,079
34
$2.31M 0.97%
8,107
+239
35
$2.31M 0.97%
13,103
+1,073
36
$2.3M 0.96%
21,015
-306
37
$2.28M 0.96%
19,486
-87
38
$2.2M 0.92%
15,710
-254
39
$2.2M 0.92%
27,618
-1,069
40
$2.19M 0.92%
45,493
+8
41
$2.04M 0.86%
11,609
-261
42
$2.03M 0.85%
80,419
-1,133
43
$2.02M 0.84%
17,450
+3,182
44
$1.98M 0.83%
25,809
+2,126
45
$1.95M 0.82%
13,937
-1,938
46
$1.93M 0.81%
20,301
+1,905
47
$1.93M 0.81%
11,009
+1,513
48
$1.9M 0.8%
68,080
-4,940
49
$1.87M 0.78%
15,095
-18
50
$1.86M 0.78%
10,352
-94
1
2
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