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
$239M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
568
New
Increased
Reduced
Closed

Top Buys

1
+$367K
2
+$324K
3
+$319K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$317K
5
STZ icon
Constellation Brands
STZ
+$265K

Top Sells

1
+$325K
2
+$271K
3
+$195K
4
UN
Unilever NV New York Registry Shares
UN
+$190K
5
ORCL icon
Oracle
ORCL
+$184K

Sector Composition

1 Financials 16.63%
2 Healthcare 13.09%
3 Technology 10.78%
4 Industrials 8.69%
5 Communication Services 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
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