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
$237M
AUM Growth
-$3.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$1.19M
2
+$618K
3
+$455K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$305K
5
ECOL
US Ecology, Inc.
ECOL
+$261K

Top Sells

1
+$294K
2
+$275K
3
+$256K
4
MDLZ icon
Mondelez International
MDLZ
+$248K
5
LLY icon
Eli Lilly
LLY
+$220K

Sector Composition

1 Financials 18.27%
2 Healthcare 12.1%
3 Technology 10.11%
4 Industrials 8.88%
5 Communication Services 5.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.72M 0.72%
19,791
-721
52
$1.7M 0.72%
17,984
+773
53
$1.7M 0.72%
9,532
-97
54
$1.66M 0.7%
32,200
-260
55
$1.64M 0.69%
17,090
+156
56
$1.63M 0.69%
102,820
+501
57
$1.59M 0.67%
10,333
-340
58
$1.54M 0.65%
11,827
-480
59
$1.53M 0.64%
32,565
+1,250
60
$1.43M 0.6%
6,268
+577
61
$1.4M 0.59%
29,203
-4,255
62
$1.39M 0.59%
49,276
-220
63
$1.39M 0.59%
14,636
+516
64
$1.33M 0.56%
16,864
-480
65
$1.33M 0.56%
12,746
-7
66
$1.32M 0.56%
41,607
-733
67
$1.31M 0.55%
6,881
-15
68
$1.29M 0.54%
9,304
+168
69
$1.27M 0.54%
5,878
+703
70
$1.25M 0.53%
11,619
-162
71
$1.23M 0.52%
12,864
-400
72
$1.18M 0.5%
15,843
-647
73
$1.18M 0.5%
6,994
-24
74
$1.15M 0.49%
16,791
-141
75
$1.12M 0.47%
21,428
-703
1 2
3
4 5