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
$645M
AUM Growth
+$61.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$5.87M
2
+$2.56M
3
+$1.47M
4
AAPL icon
Apple
AAPL
+$1.23M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$919K

Top Sells

1
+$8.13M
2
+$508K
3
+$291K
4
MDT icon
Medtronic
MDT
+$258K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$211K

Sector Composition

1 Technology 14.97%
2 Financials 11.32%
3 Healthcare 8.81%
4 Consumer Discretionary 6.65%
5 Industrials 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.75M 0.58%
31,999
+1,196
52
$3.73M 0.58%
42,710
-719
53
$3.71M 0.58%
66,113
+2,275
54
$3.62M 0.56%
19,808
+1,598
55
$3.62M 0.56%
10,452
-166
56
$3.6M 0.56%
24,818
+1,028
57
$3.47M 0.54%
7,957
+2,104
58
$3.45M 0.54%
10,269
-10
59
$3.41M 0.53%
20,446
+358
60
$3.22M 0.5%
56,262
-549
61
$3.12M 0.48%
18,208
-388
62
$3.09M 0.48%
14,823
+367
63
$3.09M 0.48%
115,206
-2,817
64
$2.94M 0.46%
21,723
+816
65
$2.88M 0.45%
21,768
+918
66
$2.84M 0.44%
16,319
+809
67
$2.77M 0.43%
20,808
-82
68
$2.59M 0.4%
24,402
+664
69
$2.59M 0.4%
35,872
+1,242
70
$2.58M 0.4%
87,740
+1,400
71
$2.55M 0.4%
13,195
-143
72
$2.52M 0.39%
48,605
-3,354
73
$2.41M 0.37%
19,559
+228
74
$2.37M 0.37%
4,723
+164
75
$2.35M 0.36%
43,686
-2,666
1 2
3
4 5