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
$146M
AUM Growth
-$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$508K
2
+$291K
3
+$283K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$243K
5
STI
SunTrust Banks, Inc.
STI
+$202K

Top Sells

1
+$505K
2
+$271K
3
+$219K
4
SNDK
SANDISK CORP
SNDK
+$207K
5
NUE icon
Nucor
NUE
+$96.9K

Sector Composition

1 Healthcare 16.03%
2 Financials 14.91%
3 Technology 11.82%
4 Industrials 10.45%
5 Consumer Staples 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.09M 0.75%
30,821
+4,181
52
$1.09M 0.75%
7,867
-641
53
$1.08M 0.74%
15,550
-250
54
$1.06M 0.73%
11,879
-93
55
$1.03M 0.71%
44,831
-2,054
56
$940K 0.65%
17,388
-50
57
$934K 0.64%
23,269
+525
58
$905K 0.62%
15,919
+1,047
59
$900K 0.62%
10,934
+418
60
$890K 0.61%
65,496
-552
61
$884K 0.61%
76,022
+3,942
62
$841K 0.58%
6,899
+3
63
$833K 0.57%
15,324
-3,801
64
$827K 0.57%
9,561
-98
65
$822K 0.56%
16,017
+889
66
$803K 0.55%
11,162
-207
67
$796K 0.55%
10,709
-50
68
$793K 0.54%
7,793
+708
69
$750K 0.52%
18,647
-15
70
$746K 0.51%
6,837
-93
71
$740K 0.51%
10,202
+503
72
$721K 0.5%
16,292
-145
73
$721K 0.5%
7,412
+42
74
$689K 0.47%
7,633
+214
75
$678K 0.47%
13,216
+494
1 2
3
4 5