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
$626M
AUM Growth
-$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$3.05M
2
+$1.41M
3
+$1.06M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$965K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$724K

Top Sells

1
+$796K
2
+$301K
3
+$256K
4
IBM icon
IBM
IBM
+$248K
5
RPM icon
RPM International
RPM
+$238K

Sector Composition

1 Technology 14.62%
2 Financials 11.66%
3 Healthcare 9.39%
4 Industrials 6.29%
5 Consumer Discretionary 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.63M 0.9%
33,974
+188
27
$5.62M 0.9%
22,860
+818
28
$5.51M 0.88%
9,333
+812
29
$5.47M 0.87%
33,878
+291
30
$5.13M 0.82%
31,503
-496
31
$5.1M 0.81%
112,873
-17,628
32
$5.02M 0.8%
38,313
-449
33
$4.99M 0.8%
32,852
+1,261
34
$4.94M 0.79%
35,360
+580
35
$4.92M 0.79%
131,073
+854
36
$4.88M 0.78%
20,196
+539
37
$4.64M 0.74%
25,145
-48
38
$4.52M 0.72%
84,135
-605
39
$4.41M 0.7%
59,868
-546
40
$4.32M 0.69%
55,346
+497
41
$4.23M 0.68%
27,711
+147
42
$4.21M 0.67%
16,199
-256
43
$4.21M 0.67%
38,414
-407
44
$4.18M 0.67%
97,061
+3,707
45
$4.09M 0.65%
40,408
+2,422
46
$4.03M 0.64%
34,005
-52
47
$3.88M 0.62%
16,869
+1,687
48
$3.77M 0.6%
66,494
+428
49
$3.72M 0.59%
24,318
+4,510
50
$3.65M 0.58%
48,930
+4,369
1
2
3 4 5