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
$296M
AUM Growth
+$31.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$2.71M
2
+$653K
3
+$569K
4
MSFT icon
Microsoft
MSFT
+$512K
5
BMY icon
Bristol-Myers Squibb
BMY
+$423K

Top Sells

1
+$2.73M
2
+$436K
3
+$353K
4
DVN icon
Devon Energy
DVN
+$329K
5
DXC icon
DXC Technology
DXC
+$251K

Sector Composition

1 Financials 16.86%
2 Technology 11.96%
3 Healthcare 11.55%
4 Industrials 8.5%
5 Communication Services 6.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.42M 1.16%
10,583
+1,091
27
$3.42M 1.16%
27,462
+348
28
$3.36M 1.14%
167,436
+10,014
29
$3.3M 1.11%
136,471
-524
30
$3.27M 1.1%
25,920
+2,461
31
$3.14M 1.06%
38,697
-243
32
$2.89M 0.98%
48,673
+3,236
33
$2.84M 0.96%
21,366
-665
34
$2.74M 0.93%
22,855
+637
35
$2.7M 0.91%
87,963
+3,485
36
$2.6M 0.88%
39,979
-285
37
$2.54M 0.86%
18,693
-300
38
$2.49M 0.84%
46,922
-502
39
$2.41M 0.81%
62,073
-1,795
40
$2.39M 0.81%
21,471
+666
41
$2.37M 0.8%
41,443
+60
42
$2.34M 0.79%
15,057
-39
43
$2.3M 0.78%
12,109
+568
44
$2.28M 0.77%
10,730
-76
45
$2.26M 0.76%
13,954
+1,621
46
$2.25M 0.76%
21,901
+1,470
47
$2.23M 0.75%
15,318
+187
48
$2.22M 0.75%
33,200
+160
49
$2.19M 0.74%
10,035
+744
50
$2.18M 0.74%
26,332
+615
1
2
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