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
$198M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.95M
3
+$896K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$734K
5
AAL icon
American Airlines Group
AAL
+$611K

Top Sells

1
+$864K
2
+$672K
3
+$416K
4
CVS icon
CVS Health
CVS
+$328K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$232K

Sector Composition

1 Financials 16.44%
2 Healthcare 13.12%
3 Industrials 11.14%
4 Technology 9.14%
5 Energy 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.45M 0.73%
96,420
+21,150
52
$1.43M 0.72%
86,323
+6,854
53
$1.42M 0.72%
13,763
-376
54
$1.41M 0.72%
16,826
-1,131
55
$1.41M 0.71%
18,065
+3,684
56
$1.39M 0.7%
20,478
+984
57
$1.38M 0.7%
20,020
+2,222
58
$1.37M 0.69%
24,895
-729
59
$1.36M 0.69%
11,598
-313
60
$1.29M 0.65%
18,672
+464
61
$1.25M 0.63%
34,583
+24,709
62
$1.24M 0.63%
19,943
+1,034
63
$1.23M 0.62%
13,655
+167
64
$1.2M 0.61%
10,165
-229
65
$1.2M 0.61%
13,516
+1,287
66
$1.19M 0.6%
30,800
+220
67
$1.16M 0.59%
15,412
-193
68
$1.13M 0.57%
10,219
+2,905
69
$1.1M 0.56%
57,182
-300
70
$1.08M 0.55%
12,351
+850
71
$1.07M 0.54%
16,388
-408
72
$1.06M 0.54%
16,861
+94
73
$1.01M 0.51%
14,186
+5,399
74
$1.01M 0.51%
6,451
-150
75
$1.01M 0.51%
7,500
+287
1 2
3
4 5