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
$167M
AUM Growth
+$9.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$1.55M
2
+$1.28M
3
+$1.1M
4
WBT
Welbilt, Inc.
WBT
+$850K
5
BDN
Brandywine Realty Trust
BDN
+$542K

Top Sells

1
+$1.86M
2
+$890K
3
+$248K
4
MCK icon
McKesson
MCK
+$216K
5
GSK icon
GSK
GSK
+$210K

Sector Composition

1 Healthcare 15.58%
2 Financials 13.1%
3 Industrials 11.48%
4 Technology 11.17%
5 Consumer Staples 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.16M 0.69%
10,648
+1,019
52
$1.16M 0.69%
32,148
+5,171
53
$1.16M 0.69%
85,686
+11,986
54
$1.15M 0.69%
30,860
+1,200
55
$1.14M 0.68%
15,500
+38
56
$1.13M 0.68%
13,515
+939
57
$1.12M 0.67%
31,376
+927
58
$1.12M 0.67%
14,684
-135
59
$1.11M 0.66%
66,592
+5,374
60
$1.08M 0.65%
10,559
-118
61
$1.03M 0.61%
17,823
-685
62
$1.02M 0.61%
15,298
+381
63
$997K 0.6%
18,047
+1,203
64
$953K 0.57%
3,626
-15
65
$928K 0.55%
18,385
+409
66
$924K 0.55%
11,315
+1,647
67
$923K 0.55%
29,327
+1,127
68
$914K 0.55%
14,611
-648
69
$910K 0.54%
64,848
+38,613
70
$874K 0.52%
10,620
+139
71
$850K 0.51%
+57,657
72
$847K 0.51%
30,855
+12,423
73
$809K 0.48%
6,015
-170
74
$802K 0.48%
7,223
-303
75
$801K 0.48%
17,266
-213
1 2
3
4 5