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
$329M
AUM Growth
+$78.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$2.99M
2
+$1.33M
3
+$1.3M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.28M
5
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$1.19M

Top Sells

1
+$658K
2
+$520K
3
+$157K
4
WBT
Welbilt, Inc.
WBT
+$73.7K
5
IBM icon
IBM
IBM
+$68.3K

Sector Composition

1 Technology 13.37%
2 Financials 13.05%
3 Healthcare 10.26%
4 Consumer Discretionary 6.88%
5 Industrials 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.07M 0.63%
14,708
+1,510
52
$2M 0.61%
54,306
+6,471
53
$1.99M 0.6%
36,018
+6,590
54
$1.98M 0.6%
9,934
+6,488
55
$1.96M 0.59%
85,810
+10,296
56
$1.91M 0.58%
10,924
+184
57
$1.91M 0.58%
20,871
-88
58
$1.88M 0.57%
15,704
+1,262
59
$1.83M 0.56%
14,473
+459
60
$1.75M 0.53%
15,056
-139
61
$1.65M 0.5%
4,998
+195
62
$1.6M 0.49%
20,062
+1,357
63
$1.58M 0.48%
24,376
+194
64
$1.57M 0.48%
81,343
+1,880
65
$1.56M 0.47%
10,800
+1,760
66
$1.56M 0.47%
22,974
-10
67
$1.53M 0.46%
27,584
-247
68
$1.49M 0.45%
24,162
+9,758
69
$1.46M 0.44%
20,314
+286
70
$1.42M 0.43%
33,777
+1,240
71
$1.37M 0.42%
22,924
+5,650
72
$1.37M 0.41%
166,946
+10,000
73
$1.35M 0.41%
13,752
+2,563
74
$1.34M 0.41%
13,634
+1,677
75
$1.32M 0.4%
14,456
+1,661
1 2
3
4 5