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
$271M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
627
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$493K
3
+$395K
4
MRO
Marathon Oil Corporation
MRO
+$313K
5
MA icon
Mastercard
MA
+$306K

Top Sells

1
+$314K
2
+$244K
3
+$230K
4
AMGN icon
Amgen
AMGN
+$216K
5
COR icon
Cencora
COR
+$204K

Sector Composition

1 Financials 17.04%
2 Healthcare 12.72%
3 Technology 10.58%
4 Industrials 8.61%
5 Consumer Discretionary 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.82M 0.67%
19,203
-921
52
$1.77M 0.65%
10,418
-47
53
$1.76M 0.65%
25,101
-1,462
54
$1.76M 0.65%
21,972
-211
55
$1.6M 0.59%
101,874
-504
56
$1.53M 0.56%
60,336
-12,366
57
$1.52M 0.56%
9,562
+361
58
$1.52M 0.56%
17,290
+605
59
$1.48M 0.55%
37,116
-1,803
60
$1.46M 0.54%
27,305
-778
61
$1.43M 0.53%
11,512
-431
62
$1.42M 0.52%
19,347
+1,001
63
$1.4M 0.52%
38,281
-1,892
64
$1.4M 0.52%
11,428
+603
65
$1.38M 0.51%
11,342
+73
66
$1.34M 0.49%
13,426
-1,342
67
$1.33M 0.49%
6,457
-140
68
$1.31M 0.48%
8,697
-506
69
$1.3M 0.48%
44,397
-3,071
70
$1.27M 0.47%
13,414
+575
71
$1.26M 0.46%
6,852
+48
72
$1.26M 0.46%
6,450
-342
73
$1.25M 0.46%
5,132
+95
74
$1.24M 0.46%
14,343
+1,287
75
$1.23M 0.45%
11,303
-297
1 2
3
4 5