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
$572M
AUM Growth
+$38.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$1.13M
3
+$929K
4
CMCSA icon
Comcast
CMCSA
+$636K
5
CWB icon
SPDR Bloomberg Convertible Securities ETF
CWB
+$440K

Top Sells

1
+$857K
2
+$479K
3
+$393K
4
PM icon
Philip Morris
PM
+$316K
5
XOM icon
Exxon Mobil
XOM
+$305K

Sector Composition

1 Technology 12.84%
2 Financials 11.99%
3 Healthcare 8.61%
4 Industrials 6.47%
5 Consumer Discretionary 6.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.32M 0.58%
86,740
-338
52
$3.23M 0.56%
14,712
+223
53
$3.19M 0.56%
30,500
-722
54
$3.13M 0.55%
120,123
-348
55
$3.12M 0.55%
13,351
+577
56
$3.12M 0.55%
57,086
-1,261
57
$3.08M 0.54%
10,669
-122
58
$3.02M 0.53%
18,351
+345
59
$3.01M 0.53%
53,710
-4,964
60
$2.88M 0.5%
18,426
+362
61
$2.87M 0.5%
18,546
+1,231
62
$2.83M 0.5%
33,905
+1,240
63
$2.74M 0.48%
19,645
+322
64
$2.69M 0.47%
45,956
+314
65
$2.4M 0.42%
20,989
-325
66
$2.4M 0.42%
23,693
+80
67
$2.33M 0.41%
20,663
+863
68
$2.18M 0.38%
15,225
+2,389
69
$2.13M 0.37%
13,406
-81
70
$2.13M 0.37%
18,841
+1,622
71
$2.07M 0.36%
5,260
-198
72
$2.06M 0.36%
33,856
+1,162
73
$2.06M 0.36%
24,368
+331
74
$2.04M 0.36%
14,527
+725
75
$2.01M 0.35%
30,000
+561
1 2
3
4 5