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
$215M
AUM Growth
+$8.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$772K
2
+$626K
3
+$499K
4
CWB icon
SPDR Bloomberg Convertible Securities ETF
CWB
+$340K
5
V icon
Visa
V
+$313K

Top Sells

1
+$1.37M
2
+$866K
3
+$623K
4
TRGP icon
Targa Resources
TRGP
+$217K
5
HPE icon
Hewlett Packard
HPE
+$181K

Sector Composition

1 Financials 16.68%
2 Healthcare 13.85%
3 Industrials 10.01%
4 Technology 9.72%
5 Communication Services 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.48M 0.69%
18,187
+2,076
52
$1.44M 0.67%
31,600
+980
53
$1.43M 0.67%
11,597
-100
54
$1.43M 0.67%
44,862
-192
55
$1.43M 0.67%
17,346
-324
56
$1.43M 0.67%
11,802
+2,425
57
$1.43M 0.66%
18,421
+2,306
58
$1.43M 0.66%
10,365
+400
59
$1.41M 0.65%
9,160
+1,372
60
$1.4M 0.65%
18,186
-259
61
$1.38M 0.64%
17,065
+3,613
62
$1.35M 0.63%
14,682
+7
63
$1.35M 0.63%
8,953
+1,198
64
$1.33M 0.62%
12,648
-1,174
65
$1.26M 0.59%
22,812
-1,043
66
$1.23M 0.57%
17,750
+30
67
$1.17M 0.54%
7,319
-80
68
$1.16M 0.54%
12,106
+580
69
$1.12M 0.52%
10,887
-1,079
70
$1.11M 0.52%
13,406
71
$1.08M 0.5%
14,566
+151
72
$1.06M 0.49%
9,648
+791
73
$1.06M 0.49%
18,307
+668
74
$1.06M 0.49%
16,053
-246
75
$1.03M 0.48%
7,089
-34
1 2
3
4 5