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
$239M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
568
New
Increased
Reduced
Closed

Top Buys

1
+$367K
2
+$324K
3
+$319K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$317K
5
STZ icon
Constellation Brands
STZ
+$265K

Top Sells

1
+$325K
2
+$271K
3
+$195K
4
UN
Unilever NV New York Registry Shares
UN
+$190K
5
ORCL icon
Oracle
ORCL
+$184K

Sector Composition

1 Financials 16.63%
2 Healthcare 13.09%
3 Technology 10.78%
4 Industrials 8.69%
5 Communication Services 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.78M 0.74%
30,300
+740
52
$1.77M 0.74%
9,215
-139
53
$1.76M 0.74%
23,284
+915
54
$1.72M 0.72%
10,295
-649
55
$1.57M 0.66%
19,611
+866
56
$1.51M 0.63%
25,610
+700
57
$1.44M 0.6%
60,810
+3,596
58
$1.41M 0.59%
17,460
+2,348
59
$1.4M 0.59%
8,793
-143
60
$1.39M 0.58%
5,086
-156
61
$1.35M 0.57%
16,574
+2,380
62
$1.32M 0.55%
10,735
-10
63
$1.27M 0.53%
40,010
+191
64
$1.25M 0.52%
14,904
+288
65
$1.23M 0.52%
15,200
-725
66
$1.23M 0.52%
77,679
+853
67
$1.23M 0.51%
22,741
+1,640
68
$1.22M 0.51%
5,815
-130
69
$1.22M 0.51%
15,091
-563
70
$1.18M 0.49%
12,012
-94
71
$1.15M 0.48%
9,720
-450
72
$1.14M 0.48%
7,140
-124
73
$1.11M 0.47%
5,953
+20
74
$1.11M 0.46%
6,463
-99
75
$1.07M 0.45%
5,867
-19
1 2
3
4 5