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
$256M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$636K
2
+$480K
3
+$413K
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$407K
5
CWB icon
SPDR Bloomberg Convertible Securities ETF
CWB
+$397K

Top Sells

1
+$329K
2
+$202K
3
+$201K
4
MO icon
Altria Group
MO
+$200K
5
ORCL icon
Oracle
ORCL
+$184K

Sector Composition

1 Financials 17.03%
2 Healthcare 12.12%
3 Technology 10.96%
4 Industrials 8.71%
5 Communication Services 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.92M 0.75%
13,792
-145
52
$1.87M 0.73%
23,601
+317
53
$1.75M 0.68%
32,460
+2,160
54
$1.73M 0.68%
15,134
+39
55
$1.73M 0.67%
20,541
+930
56
$1.72M 0.67%
18,929
+2,355
57
$1.66M 0.65%
9,500
+707
58
$1.64M 0.64%
19,673
+2,213
59
$1.64M 0.64%
11,647
+912
60
$1.53M 0.6%
5,212
+126
61
$1.51M 0.59%
26,361
+751
62
$1.5M 0.59%
59,430
-1,380
63
$1.35M 0.53%
43,515
+3,505
64
$1.34M 0.52%
15,230
+326
65
$1.32M 0.51%
5,785
-30
66
$1.27M 0.5%
12,793
+781
67
$1.19M 0.46%
5,953
68
$1.18M 0.46%
14,363
-837
69
$1.17M 0.45%
9,407
-313
70
$1.15M 0.45%
80,567
+2,888
71
$1.14M 0.44%
20,893
-1,848
72
$1.14M 0.44%
6,873
-267
73
$1.12M 0.44%
10,204
-192
74
$1.09M 0.43%
6,439
-24
75
$1.02M 0.4%
2,865
+51
1 2
3
4 5