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
$265M
AUM Growth
+$8.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$610K
2
+$538K
3
+$463K
4
AMZN icon
Amazon
AMZN
+$404K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$341K

Top Sells

1
+$523K
2
+$506K
3
+$266K
4
GLW icon
Corning
GLW
+$223K
5
IBM icon
IBM
IBM
+$184K

Sector Composition

1 Financials 16.9%
2 Healthcare 11.63%
3 Technology 11.14%
4 Industrials 8.28%
5 Communication Services 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.06M 1.15%
40,969
+1,039
27
$2.97M 1.12%
157,422
+11,382
28
$2.89M 1.09%
15,025
+948
29
$2.83M 1.07%
9,492
+1,143
30
$2.81M 1.06%
27,114
-829
31
$2.73M 1.03%
23,459
+2,756
32
$2.73M 1.03%
39,665
-152
33
$2.71M 1.03%
22,031
-435
34
$2.61M 0.99%
47,424
-976
35
$2.51M 0.95%
45,437
-544
36
$2.49M 0.94%
41,383
-186
37
$2.44M 0.92%
22,218
+205
38
$2.44M 0.92%
15,096
+25
39
$2.43M 0.92%
18,993
+82
40
$2.39M 0.9%
11,541
+59
41
$2.33M 0.88%
63,868
-1,681
42
$2.31M 0.87%
84,478
+2,568
43
$2.29M 0.87%
40,264
+481
44
$2.16M 0.81%
9,291
-36
45
$2.13M 0.8%
20,805
+191
46
$2.09M 0.79%
10,806
-229
47
$2.08M 0.79%
25,717
+442
48
$2.05M 0.77%
24,893
-351
49
$2.02M 0.76%
15,131
-3
50
$2.01M 0.76%
33,040
+580
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