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
$645M
AUM Growth
+$61.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$5.87M
2
+$2.56M
3
+$1.47M
4
AAPL icon
Apple
AAPL
+$1.23M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$919K

Top Sells

1
+$8.13M
2
+$508K
3
+$291K
4
MDT icon
Medtronic
MDT
+$258K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$211K

Sector Composition

1 Technology 14.97%
2 Financials 11.32%
3 Healthcare 8.81%
4 Consumer Discretionary 6.65%
5 Industrials 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.36M 0.99%
142,891
+1,382
27
$6.25M 0.97%
38,762
+59
28
$6.18M 0.96%
33,786
-565
29
$5.69M 0.88%
8,521
+59
30
$5.66M 0.88%
33,587
+133
31
$5.57M 0.86%
27,564
-193
32
$5.47M 0.85%
22,042
-89
33
$5.46M 0.85%
31,591
+743
34
$5.05M 0.78%
25,193
+29
35
$5.03M 0.78%
34,780
-220
36
$4.83M 0.75%
44,561
+2,578
37
$4.8M 0.74%
16,455
-255
38
$4.8M 0.74%
84,740
-445
39
$4.75M 0.74%
60,414
-845
40
$4.57M 0.71%
34,057
-741
41
$4.54M 0.7%
130,219
+1,263
42
$4.46M 0.69%
54,849
+3,450
43
$4.43M 0.69%
10,664
+197
44
$4.42M 0.69%
19,657
+5
45
$4.3M 0.67%
38,821
-608
46
$4.07M 0.63%
93,354
+2,263
47
$4.01M 0.62%
10,075
+176
48
$3.92M 0.61%
37,986
+1,126
49
$3.87M 0.6%
66,066
-44
50
$3.81M 0.59%
15,182
+928
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