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
$550M
AUM Growth
+$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$1.88M
3
+$1.32M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.11M
5
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$941K

Top Sells

1
+$1.13M
2
+$1.08M
3
+$515K
4
PPL icon
PPL Corp
PPL
+$503K
5
OTIS icon
Otis Worldwide
OTIS
+$457K

Sector Composition

1 Technology 16.1%
2 Financials 11.2%
3 Healthcare 10.15%
4 Industrials 7.09%
5 Consumer Discretionary 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.83M 0.88%
28,178
-1,212
27
$4.73M 0.86%
165,230
+8,881
28
$4.7M 0.86%
20,809
-117
29
$4.56M 0.83%
28,466
+2,290
30
$4.54M 0.83%
34,638
-532
31
$4.22M 0.77%
17,475
-724
32
$4.14M 0.75%
8,751
+818
33
$4.08M 0.74%
22,169
-1,597
34
$4.06M 0.74%
51,850
+5,141
35
$4.01M 0.73%
32,161
-624
36
$3.9M 0.71%
17,249
+361
37
$3.84M 0.7%
30,070
-3,205
38
$3.74M 0.68%
74,785
+540
39
$3.65M 0.66%
29,238
-1,844
40
$3.63M 0.66%
36,559
-861
41
$3.6M 0.65%
35,017
-695
42
$3.51M 0.64%
47,230
+3,332
43
$3.46M 0.63%
37,287
-664
44
$3.32M 0.61%
17,122
+2,093
45
$3.31M 0.6%
23,633
-1,841
46
$3.31M 0.6%
62,470
+14,410
47
$3.26M 0.59%
117,200
+25,120
48
$3.25M 0.59%
20,374
-1,056
49
$3.19M 0.58%
8,963
-366
50
$3.16M 0.58%
30,403
-1,929
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