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
$572M
AUM Growth
+$38.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$1.13M
3
+$929K
4
CMCSA icon
Comcast
CMCSA
+$636K
5
CWB icon
SPDR Bloomberg Convertible Securities ETF
CWB
+$440K

Top Sells

1
+$857K
2
+$479K
3
+$393K
4
PM icon
Philip Morris
PM
+$316K
5
XOM icon
Exxon Mobil
XOM
+$305K

Sector Composition

1 Technology 12.84%
2 Financials 11.99%
3 Healthcare 8.61%
4 Industrials 6.47%
5 Consumer Discretionary 6.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.17M 0.9%
38,204
-73
27
$5.12M 0.9%
27,799
+150
28
$5.07M 0.89%
26,136
+579
29
$4.79M 0.84%
60,746
+1,106
30
$4.79M 0.84%
25,082
-137
31
$4.66M 0.81%
86,645
-180
32
$4.63M 0.81%
19,001
+487
33
$4.45M 0.78%
35,480
-240
34
$4.39M 0.77%
29,628
+347
35
$4.16M 0.73%
39,504
-454
36
$4.11M 0.72%
49,631
+597
37
$4.1M 0.72%
21,437
+311
38
$4.06M 0.71%
17,080
-127
39
$4.03M 0.71%
7,991
+216
40
$4M 0.7%
35,188
-1,143
41
$3.91M 0.68%
32,713
+106
42
$3.71M 0.65%
66,870
-2,625
43
$3.65M 0.64%
23,565
+160
44
$3.59M 0.63%
10,325
-205
45
$3.55M 0.62%
62,338
+562
46
$3.51M 0.61%
132,438
-2,628
47
$3.47M 0.61%
9,783
+13
48
$3.42M 0.6%
37,848
+1,618
49
$3.41M 0.6%
43,828
-775
50
$3.33M 0.58%
10,433
+39
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2
3 4 5