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
$265M
AUM Growth
+$8.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$610K
2
+$538K
3
+$463K
4
AMZN icon
Amazon
AMZN
+$404K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$341K

Top Sells

1
+$523K
2
+$506K
3
+$266K
4
GLW icon
Corning
GLW
+$223K
5
IBM icon
IBM
IBM
+$184K

Sector Composition

1 Financials 16.9%
2 Healthcare 11.63%
3 Technology 11.14%
4 Industrials 8.28%
5 Communication Services 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.97M 0.74%
24,285
+684
52
$1.89M 0.72%
10,031
-431
53
$1.86M 0.7%
20,431
+1,502
54
$1.81M 0.68%
10,160
-180
55
$1.79M 0.68%
12,333
+686
56
$1.75M 0.66%
13,528
-264
57
$1.75M 0.66%
61,113
+1,683
58
$1.74M 0.66%
20,880
+1,207
59
$1.71M 0.65%
20,421
-120
60
$1.65M 0.62%
27,249
+888
61
$1.6M 0.6%
9,452
-48
62
$1.51M 0.57%
5,192
-20
63
$1.47M 0.56%
15,727
+497
64
$1.39M 0.53%
22,060
+1,167
65
$1.36M 0.51%
43,170
-345
66
$1.34M 0.51%
5,488
-297
67
$1.33M 0.5%
13,066
+273
68
$1.27M 0.48%
83,689
+3,122
69
$1.26M 0.48%
16,250
+3,386
70
$1.23M 0.46%
9,142
-265
71
$1.21M 0.46%
14,099
-264
72
$1.19M 0.45%
22,630
+546
73
$1.18M 0.44%
6,505
+66
74
$1.13M 0.43%
9,883
-321
75
$1.08M 0.41%
6,708
-165
1 2
3
4 5