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
$158M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$1.74M
2
+$1.31M
3
+$825K
4
TEL icon
TE Connectivity
TEL
+$681K
5
HUN icon
Huntsman Corp
HUN
+$582K

Top Sells

1
+$1.58M
2
+$742K
3
+$662K
4
HPQ icon
HP
HPQ
+$637K
5
IBM icon
IBM
IBM
+$575K

Sector Composition

1 Healthcare 16.92%
2 Financials 14.69%
3 Technology 11.31%
4 Industrials 11.1%
5 Consumer Staples 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.13M 0.71%
29,660
-41,720
52
$1.13M 0.71%
14,819
-505
53
$1.12M 0.71%
28,200
-687
54
$1.1M 0.7%
15,462
-88
55
$1.08M 0.68%
9,629
+1,836
56
$1.06M 0.67%
93,097
+51,175
57
$1.04M 0.66%
30,449
-372
58
$1M 0.63%
16,513
-875
59
$992K 0.63%
18,508
-3,278
60
$990K 0.63%
10,677
-257
61
$980K 0.62%
12,576
+1,867
62
$935K 0.59%
16,844
+552
63
$925K 0.59%
3,641
+2,272
64
$909K 0.58%
65,359
-137
65
$906K 0.57%
17,976
+9,696
66
$869K 0.55%
14,917
-1,002
67
$832K 0.53%
10,481
-681
68
$825K 0.52%
+29,625
69
$822K 0.52%
18,293
-354
70
$817K 0.52%
6,740
-159
71
$809K 0.51%
8,207
-1,354
72
$794K 0.5%
15,259
-758
73
$792K 0.5%
10,970
+768
74
$787K 0.5%
6,185
-652
75
$754K 0.48%
7,636
+3
1 2
3
4 5