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
$181M
AUM Growth
+$6.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$663K
2
+$463K
3
+$449K
4
META icon
Meta Platforms (Facebook)
META
+$431K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$328K

Top Sells

1
+$1.8M
2
+$395K
3
+$327K
4
M icon
Macy's
M
+$300K
5
DGX icon
Quest Diagnostics
DGX
+$280K

Sector Composition

1 Healthcare 14.51%
2 Financials 14.4%
3 Industrials 11.89%
4 Technology 9.59%
5 Energy 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.25M 0.69%
14,139
-1
52
$1.25M 0.69%
16,796
-249
53
$1.24M 0.69%
79,469
+6,111
54
$1.24M 0.68%
17,798
-5,677
55
$1.23M 0.68%
10,394
-18
56
$1.21M 0.67%
19,494
+1,311
57
$1.19M 0.66%
30,580
-80
58
$1.19M 0.66%
14,381
+3,393
59
$1.19M 0.66%
98,403
-1,306
60
$1.18M 0.65%
13,488
+128
61
$1.16M 0.64%
18,208
-895
62
$1.14M 0.63%
25,624
-2,095
63
$1.09M 0.6%
75,270
+22,581
64
$1.09M 0.6%
18,909
-1,832
65
$1.08M 0.6%
16,767
+583
66
$1.05M 0.58%
12,229
+923
67
$1.04M 0.57%
15,605
-6
68
$1.03M 0.57%
3,634
+28
69
$960K 0.53%
7,586
-404
70
$945K 0.52%
10,531
-76
71
$932K 0.52%
57,482
72
$928K 0.51%
7,213
+1,185
73
$902K 0.5%
7,183
-93
74
$885K 0.49%
7,965
+56
75
$859K 0.47%
3,949
+2,065
1 2
3
4 5