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
$584M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$1.27M
3
+$1.15M
4
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$1.08M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$942K

Top Sells

1
+$252K
2
+$234K
3
+$213K
4
GPC icon
Genuine Parts
GPC
+$208K
5
HPQ icon
HP
HPQ
+$202K

Sector Composition

1 Technology 13.14%
2 Financials 12.19%
3 Healthcare 8.68%
4 Consumer Discretionary 6.19%
5 Industrials 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.44M 0.59%
10,467
+34
52
$3.13M 0.54%
36,860
+2,955
53
$3.13M 0.54%
30,803
+303
54
$3.12M 0.53%
10,618
-51
55
$3.07M 0.53%
14,456
-256
56
$3.02M 0.52%
118,023
-2,100
57
$3M 0.51%
18,596
+245
58
$3M 0.51%
14,254
+903
59
$2.92M 0.5%
20,088
+1,542
60
$2.81M 0.48%
51,959
-1,751
61
$2.76M 0.47%
20,850
+1,205
62
$2.75M 0.47%
19,331
+905
63
$2.61M 0.45%
56,811
-275
64
$2.51M 0.43%
46,352
+396
65
$2.5M 0.43%
20,890
-99
66
$2.36M 0.4%
23,738
+45
67
$2.35M 0.4%
15,510
+983
68
$2.35M 0.4%
18,210
+2,985
69
$2.35M 0.4%
34,630
+774
70
$2.31M 0.4%
13,338
-68
71
$2.31M 0.4%
5,853
+593
72
$2.25M 0.39%
20,907
+244
73
$2.12M 0.36%
19,414
+573
74
$2.1M 0.36%
25,848
+1,480
75
$2.08M 0.36%
166,946
1 2
3
4 5