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
$584M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$1.27M
3
+$1.15M
4
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$1.08M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$942K

Top Sells

1
+$252K
2
+$234K
3
+$213K
4
GPC icon
Genuine Parts
GPC
+$208K
5
HPQ icon
HP
HPQ
+$202K

Sector Composition

1 Technology 13.14%
2 Financials 12.19%
3 Healthcare 8.68%
4 Consumer Discretionary 6.19%
5 Industrials 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.53M 0.95%
27,280
+1,144
27
$5.31M 0.91%
38,703
+499
28
$4.92M 0.84%
25,164
+82
29
$4.83M 0.83%
8,462
+471
30
$4.79M 0.82%
27,757
-42
31
$4.78M 0.82%
61,259
+513
32
$4.66M 0.8%
35,000
-480
33
$4.61M 0.79%
30,848
+1,220
34
$4.51M 0.77%
16,710
-370
35
$4.48M 0.77%
85,185
-1,460
36
$4.4M 0.75%
22,131
+694
37
$4.24M 0.73%
51,399
+1,768
38
$4.2M 0.72%
33,454
+741
39
$4.18M 0.72%
19,652
+651
40
$4.06M 0.7%
39,429
-75
41
$3.91M 0.67%
34,798
-390
42
$3.88M 0.66%
66,110
-760
43
$3.87M 0.66%
91,091
+4,351
44
$3.85M 0.66%
23,790
+225
45
$3.82M 0.65%
128,956
-3,482
46
$3.79M 0.65%
63,838
+1,500
47
$3.78M 0.65%
43,429
-399
48
$3.54M 0.61%
9,899
+116
49
$3.52M 0.6%
41,983
+4,135
50
$3.49M 0.6%
10,279
-46
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