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
$174M
AUM Growth
+$6.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$901K
2
+$857K
3
+$572K
4
AAL icon
American Airlines Group
AAL
+$549K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$411K

Top Sells

1
+$1.12M
2
+$788K
3
+$242K
4
MTW icon
Manitowoc
MTW
+$240K
5
AXP icon
American Express
AXP
+$214K

Sector Composition

1 Healthcare 15.69%
2 Financials 13.68%
3 Industrials 11.51%
4 Technology 10.43%
5 Energy 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.25M 0.72%
99,709
-865
52
$1.25M 0.72%
13,360
-155
53
$1.25M 0.72%
17,045
-45
54
$1.24M 0.71%
93,063
+7,377
55
$1.23M 0.71%
19,103
-1,392
56
$1.23M 0.71%
73,358
+8,510
57
$1.23M 0.7%
11,766
+1,207
58
$1.2M 0.69%
68,464
+1,872
59
$1.14M 0.65%
15,611
+111
60
$1.13M 0.65%
16,184
+886
61
$1.12M 0.64%
10,412
-236
62
$1.07M 0.62%
18,183
+360
63
$1.06M 0.61%
30,660
-200
64
$1.06M 0.61%
20,741
+2,694
65
$1.01M 0.58%
57,482
-175
66
$1.01M 0.58%
28,520
-807
67
$982K 0.56%
3,606
-20
68
$964K 0.55%
11,306
-9
69
$954K 0.55%
17,098
+5,360
70
$942K 0.54%
17,133
-1,252
71
$898K 0.52%
10,607
-13
72
$877K 0.5%
7,909
+476
73
$857K 0.49%
+7,990
74
$836K 0.48%
13,988
-623
75
$824K 0.47%
6,971
+3
1 2
3
4 5