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
$329M
AUM Growth
+$78.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$2.99M
2
+$1.33M
3
+$1.3M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.28M
5
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$1.19M

Top Sells

1
+$658K
2
+$520K
3
+$157K
4
WBT
Welbilt, Inc.
WBT
+$73.7K
5
IBM icon
IBM
IBM
+$68.3K

Sector Composition

1 Technology 13.37%
2 Financials 13.05%
3 Healthcare 10.26%
4 Consumer Discretionary 6.88%
5 Industrials 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.15M 0.96%
88,665
+8,330
27
$3.1M 0.94%
46,594
-92
28
$3M 0.91%
36,727
+1,559
29
$2.86M 0.87%
18,262
-74
30
$2.85M 0.87%
27,931
+175
31
$2.85M 0.86%
119,883
+8,073
32
$2.83M 0.86%
31,743
+248
33
$2.8M 0.85%
40,724
+498
34
$2.65M 0.8%
25,158
+263
35
$2.6M 0.79%
36,800
+3,760
36
$2.57M 0.78%
46,512
-195
37
$2.48M 0.75%
9,910
-112
38
$2.46M 0.75%
9,954
-84
39
$2.37M 0.72%
20,025
+42
40
$2.37M 0.72%
11,149
+251
41
$2.35M 0.71%
10,365
+579
42
$2.35M 0.71%
130,606
+2,530
43
$2.33M 0.71%
23,093
-534
44
$2.33M 0.71%
42,358
+833
45
$2.31M 0.7%
131,865
-2,967
46
$2.18M 0.66%
64,117
+300
47
$2.16M 0.66%
5,958
+265
48
$2.09M 0.64%
23,922
+893
49
$2.08M 0.63%
25,687
-465
50
$2.08M 0.63%
23,347
+1,771
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