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
$626M
AUM Growth
-$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$3.05M
2
+$1.41M
3
+$1.06M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$965K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$724K

Top Sells

1
+$796K
2
+$301K
3
+$256K
4
IBM icon
IBM
IBM
+$248K
5
RPM icon
RPM International
RPM
+$238K

Sector Composition

1 Technology 14.62%
2 Financials 11.66%
3 Healthcare 9.39%
4 Industrials 6.29%
5 Consumer Discretionary 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.61M 0.58%
22,283
+560
52
$3.61M 0.58%
67,964
+1,851
53
$3.6M 0.58%
36,009
+137
54
$3.59M 0.57%
9,894
-181
55
$3.56M 0.57%
43,016
+306
56
$3.5M 0.56%
10,942
+490
57
$3.43M 0.55%
8,251
+294
58
$3.36M 0.54%
25,623
+805
59
$3.32M 0.53%
21,464
+656
60
$3.25M 0.52%
18,322
+114
61
$3.23M 0.52%
10,785
+121
62
$3.1M 0.5%
18,195
+1,876
63
$3.06M 0.49%
22,758
+2,312
64
$2.9M 0.46%
114,834
-372
65
$2.9M 0.46%
5,686
+963
66
$2.89M 0.46%
13,529
+334
67
$2.89M 0.46%
14,842
+19
68
$2.72M 0.43%
24,650
+248
69
$2.68M 0.43%
98,290
+10,550
70
$2.64M 0.42%
26,448
+1,127
71
$2.46M 0.39%
48,376
-229
72
$2.43M 0.39%
22,127
+359
73
$2.35M 0.38%
23,768
+574
74
$2.35M 0.37%
18,349
-1,210
75
$2.31M 0.37%
55,073
-1,189
1 2
3
4 5