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
$206M
AUM Growth
+$8.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$866K
3
+$386K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$353K
5
VZ icon
Verizon
VZ
+$339K

Top Sells

1
+$2.07M
2
+$625K
3
+$342K
4
TGT icon
Target
TGT
+$328K
5
UN
Unilever NV New York Registry Shares
UN
+$252K

Sector Composition

1 Financials 16.15%
2 Healthcare 13.79%
3 Technology 10.28%
4 Industrials 9.77%
5 Energy 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.53M 0.74%
19,538
-362
52
$1.53M 0.74%
27,693
-5,949
53
$1.5M 0.73%
13,822
-985
54
$1.4M 0.68%
11,697
+99
55
$1.4M 0.68%
17,670
-1,461
56
$1.34M 0.65%
14,675
+1,159
57
$1.33M 0.64%
23,855
-1,040
58
$1.32M 0.64%
16,115
+1,929
59
$1.32M 0.64%
9,965
-200
60
$1.3M 0.63%
18,445
-227
61
$1.27M 0.62%
16,299
-527
62
$1.27M 0.62%
30,620
-180
63
$1.23M 0.6%
11,526
+1,307
64
$1.23M 0.59%
11,966
-1,797
65
$1.22M 0.59%
16,111
+1,120
66
$1.19M 0.58%
17,720
+859
67
$1.19M 0.58%
7,399
+226
68
$1.16M 0.56%
13,406
+1,055
69
$1.14M 0.56%
7,788
+288
70
$1.1M 0.54%
13,452
-203
71
$1.1M 0.53%
7,755
+1,549
72
$1.07M 0.52%
54,582
-2,600
73
$1.05M 0.51%
14,415
-1,973
74
$1.05M 0.51%
9,377
+2,340
75
$1.05M 0.51%
17,639
+1,662
1 2
3
4 5