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
$157M
AUM Growth
-$4.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$221K
2
+$202K
3
+$145K
4
ORCL icon
Oracle
ORCL
+$113K
5
CVS icon
CVS Health
CVS
+$102K

Top Sells

1
+$201K
2
+$201K
3
+$184K
4
PPL icon
PPL Corp
PPL
+$152K
5
IRDM icon
Iridium Communications
IRDM
+$146K

Sector Composition

1 Healthcare 16.73%
2 Financials 14.29%
3 Industrials 11.61%
4 Technology 11.28%
5 Energy 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.22M 0.78%
58,640
+223
52
$1.22M 0.78%
14,153
+2,568
53
$1.18M 0.75%
18,007
-395
54
$1.17M 0.75%
66,048
-1,553
55
$1.15M 0.73%
26,640
+3,376
56
$1.15M 0.73%
11,972
-1,345
57
$1.13M 0.72%
14,064
-170
58
$1.11M 0.71%
19,125
-425
59
$1.02M 0.65%
15,128
+229
60
$991K 0.63%
16,659
+195
61
$982K 0.62%
72,080
-780
62
$970K 0.62%
9,659
-334
63
$965K 0.61%
10,516
-28
64
$916K 0.58%
18,662
-608
65
$895K 0.57%
10,759
+14
66
$892K 0.57%
22,744
+741
67
$889K 0.57%
11,369
+169
68
$882K 0.56%
20,011
-232
69
$862K 0.55%
6,896
-113
70
$858K 0.55%
12,722
-40
71
$857K 0.54%
7,370
-180
72
$854K 0.54%
17,294
-476
73
$853K 0.54%
9,699
+8
74
$788K 0.5%
14,872
-451
75
$759K 0.48%
7,085
-1,144
1 2
3
4 5