RWA

River Wealth Advisors Portfolio holdings

AUM $855M
1-Year Est. Return 16.09%
This Quarter Est. Return
1 Year Est. Return
+16.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$720M
AUM Growth
-$34.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$2.83M
2
+$2.49M
3
+$1.18M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.02M
5
ACN icon
Accenture
ACN
+$959K

Top Sells

1
+$3.58M
2
+$3.5M
3
+$1.84M
4
LMT icon
Lockheed Martin
LMT
+$1.47M
5
AEP icon
American Electric Power
AEP
+$1.36M

Sector Composition

1 Technology 19.45%
2 Financials 12.12%
3 Healthcare 8.37%
4 Consumer Discretionary 7.12%
5 Industrials 7.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.4M 1.03%
137,156
-1,509
27
$7.38M 1.03%
19,831
-966
28
$6.9M 0.96%
137,229
-20,998
29
$6.76M 0.94%
7,146
-202
30
$6.56M 0.91%
12,532
-46
31
$6.25M 0.87%
11,408
-193
32
$6.1M 0.85%
36,475
-501
33
$6.01M 0.84%
17,664
-1,242
34
$6.01M 0.84%
29,983
+573
35
$5.86M 0.81%
6,193
+534
36
$5.53M 0.77%
23,870
+1,300
37
$5.34M 0.74%
12,283
-855
38
$5.27M 0.73%
15,647
-458
39
$5.26M 0.73%
11,217
+630
40
$5.22M 0.73%
20,732
-634
41
$4.86M 0.68%
54,165
+7,648
42
$4.84M 0.67%
34,640
-615
43
$4.8M 0.67%
16,261
-996
44
$4.37M 0.61%
60,171
-4,304
45
$4.33M 0.6%
13,899
-243
46
$4.06M 0.56%
34,136
+1,664
47
$3.95M 0.55%
67,753
-731
48
$3.77M 0.52%
128,783
+4,864
49
$3.57M 0.5%
29,833
-401
50
$3.52M 0.49%
15,094
-813
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