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
$519M
AUM Growth
+$55.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$3.52M
2
+$2.91M
3
+$1.67M
4
AMD icon
Advanced Micro Devices
AMD
+$1.23M
5
AVY icon
Avery Dennison
AVY
+$875K

Top Sells

1
+$510K
2
+$491K
3
+$472K
4
ELV icon
Elevance Health
ELV
+$448K
5
WKC icon
World Kinect Corp
WKC
+$404K

Sector Composition

1 Technology 13.91%
2 Financials 12.14%
3 Healthcare 11.12%
4 Industrials 7.22%
5 Consumer Discretionary 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.81M 0.93%
55,417
-751
27
$4.78M 0.92%
18,199
-344
28
$4.61M 0.89%
29,390
-631
29
$4.55M 0.88%
51,067
+1,823
30
$4.42M 0.85%
37,420
+1,312
31
$4.34M 0.84%
26,176
+2,208
32
$4.21M 0.81%
7,933
+1,539
33
$4.09M 0.79%
43,898
+2,782
34
$4.04M 0.78%
35,170
-502
35
$3.99M 0.77%
23,766
-738
36
$3.91M 0.75%
16,888
+1,222
37
$3.86M 0.74%
24,419
+4
38
$3.72M 0.72%
46,709
+10,495
39
$3.7M 0.71%
32,785
+700
40
$3.66M 0.7%
33,275
+3,083
41
$3.6M 0.69%
35,712
-272
42
$3.59M 0.69%
74,245
-1,130
43
$3.52M 0.68%
19,906
+111
44
$3.46M 0.67%
21,430
-489
45
$3.38M 0.65%
25,474
-1,358
46
$3.32M 0.64%
15,029
+952
47
$3.29M 0.63%
13,996
-113
48
$3.28M 0.63%
100,079
+1,213
49
$3.27M 0.63%
10,348
+305
50
$3.25M 0.63%
31,082
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