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
$256M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$636K
2
+$480K
3
+$413K
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$407K
5
CWB icon
SPDR Bloomberg Convertible Securities ETF
CWB
+$397K

Top Sells

1
+$329K
2
+$202K
3
+$201K
4
MO icon
Altria Group
MO
+$200K
5
ORCL icon
Oracle
ORCL
+$184K

Sector Composition

1 Financials 17.03%
2 Healthcare 12.12%
3 Technology 10.96%
4 Industrials 8.71%
5 Communication Services 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.85M 1.11%
22,466
-110
27
$2.78M 1.08%
146,040
+12,555
28
$2.77M 1.08%
135,729
+5,751
29
$2.76M 1.08%
48,400
-3,223
30
$2.67M 1.04%
14,495
+598
31
$2.6M 1.01%
14,077
+974
32
$2.58M 1.01%
41,569
+99
33
$2.5M 0.98%
39,817
-433
34
$2.46M 0.96%
8,349
+242
35
$2.46M 0.96%
20,703
+3,253
36
$2.43M 0.95%
39,783
+841
37
$2.41M 0.94%
45,981
+488
38
$2.4M 0.93%
18,911
-575
39
$2.29M 0.89%
81,910
+1,491
40
$2.26M 0.88%
11,482
+473
41
$2.22M 0.87%
22,013
+998
42
$2.22M 0.87%
15,071
-639
43
$2.22M 0.86%
11,035
-574
44
$2.15M 0.84%
25,244
-2,374
45
$2.07M 0.81%
65,549
-2,531
46
$2M 0.78%
10,340
+45
47
$1.95M 0.76%
25,275
-534
48
$1.95M 0.76%
10,462
+110
49
$1.94M 0.76%
9,327
+112
50
$1.93M 0.75%
20,614
+313
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