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
$225M
AUM Growth
-$46.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
616
New
Increased
Reduced
Closed

Top Buys

1
+$1.85M
2
+$495K
3
+$408K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$357K
5
AMGN icon
Amgen
AMGN
+$291K

Top Sells

1
+$1.94M
2
+$1.2M
3
+$600K
4
VTRS icon
Viatris
VTRS
+$384K
5
DVN icon
Devon Energy
DVN
+$358K

Sector Composition

1 Financials 16.4%
2 Healthcare 13.33%
3 Technology 10.02%
4 Industrials 8.06%
5 Consumer Discretionary 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.53M 0.68%
9,496
+180
52
$1.52M 0.68%
15,113
-813
53
$1.44M 0.64%
15,654
-3,549
54
$1.44M 0.64%
10,944
-838
55
$1.42M 0.63%
14,268
+2,840
56
$1.4M 0.62%
24,910
-2,395
57
$1.38M 0.61%
21,101
+7,553
58
$1.36M 0.6%
18,745
-602
59
$1.23M 0.55%
57,214
-3,122
60
$1.18M 0.53%
8,936
-626
61
$1.18M 0.52%
10,170
-1,342
62
$1.17M 0.52%
5,242
+110
63
$1.13M 0.5%
39,819
-4,578
64
$1.09M 0.49%
14,616
-652
65
$1.08M 0.48%
12,106
-1,320
66
$1.08M 0.48%
10,745
-597
67
$1.07M 0.48%
14,194
+780
68
$1.07M 0.47%
15,925
-1,365
69
$1.04M 0.46%
15,112
+769
70
$1.01M 0.45%
5,945
-505
71
$989K 0.44%
76,826
-25,048
72
$980K 0.44%
10,618
-685
73
$979K 0.44%
6,562
-290
74
$953K 0.42%
7,264
-1,433
75
$903K 0.4%
5,886
-571
1 2
3
4 5