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
$296M
AUM Growth
+$31.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$2.71M
2
+$653K
3
+$569K
4
MSFT icon
Microsoft
MSFT
+$512K
5
BMY icon
Bristol-Myers Squibb
BMY
+$423K

Top Sells

1
+$2.73M
2
+$436K
3
+$353K
4
DVN icon
Devon Energy
DVN
+$329K
5
DXC icon
DXC Technology
DXC
+$251K

Sector Composition

1 Financials 16.86%
2 Technology 11.96%
3 Healthcare 11.55%
4 Industrials 8.5%
5 Communication Services 6.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.15M 0.73%
10,112
+81
52
$2.13M 0.72%
22,461
+1,581
53
$2.1M 0.71%
10,234
+74
54
$2.03M 0.69%
23,829
-1,064
55
$1.94M 0.66%
24,539
+254
56
$1.93M 0.65%
65,496
+4,383
57
$1.92M 0.65%
13,164
-364
58
$1.81M 0.61%
20,817
+396
59
$1.8M 0.61%
5,531
+339
60
$1.8M 0.61%
29,247
+1,998
61
$1.72M 0.58%
9,743
+291
62
$1.71M 0.58%
22,955
+895
63
$1.67M 0.57%
17,701
+1,974
64
$1.65M 0.56%
19,729
+3,479
65
$1.49M 0.5%
41,572
-1,598
66
$1.42M 0.48%
26,942
+4,312
67
$1.4M 0.47%
5,122
-366
68
$1.39M 0.47%
87,973
+4,284
69
$1.37M 0.46%
12,972
-94
70
$1.37M 0.46%
14,496
+397
71
$1.34M 0.45%
6,529
+24
72
$1.29M 0.44%
9,168
+26
73
$1.2M 0.41%
9,865
-18
74
$1.2M 0.41%
5,456
+160
75
$1.17M 0.39%
13,188
+53
1 2
3
4 5