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
$519M
AUM Growth
+$55.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$3.52M
2
+$2.91M
3
+$1.67M
4
AMD icon
Advanced Micro Devices
AMD
+$1.23M
5
AVY icon
Avery Dennison
AVY
+$875K

Top Sells

1
+$510K
2
+$491K
3
+$472K
4
ELV icon
Elevance Health
ELV
+$448K
5
WKC icon
World Kinect Corp
WKC
+$404K

Sector Composition

1 Technology 13.91%
2 Financials 12.14%
3 Healthcare 11.12%
4 Industrials 7.22%
5 Consumer Discretionary 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.1M 0.6%
37,951
-508
52
$3.04M 0.59%
9,329
-1,012
53
$2.99M 0.58%
28,721
+1,795
54
$2.87M 0.55%
32,332
-308
55
$2.81M 0.54%
42,815
-1,793
56
$2.81M 0.54%
74,102
-7,665
57
$2.77M 0.53%
16,724
-187
58
$2.71M 0.52%
77,532
+11,015
59
$2.71M 0.52%
12,623
-88
60
$2.6M 0.5%
9,772
+771
61
$2.57M 0.5%
93,521
-14,380
62
$2.52M 0.49%
22,747
+3,892
63
$2.51M 0.48%
26,423
+668
64
$2.5M 0.48%
24,818
+514
65
$2.43M 0.47%
26,184
+696
66
$2.4M 0.46%
20,531
-490
67
$2.34M 0.45%
107,043
+255
68
$2.33M 0.45%
54,089
-6,250
69
$2.26M 0.44%
51,834
-11,684
70
$2.24M 0.43%
14,791
+1,433
71
$2.22M 0.43%
48,801
-438
72
$2.04M 0.39%
6,589
+342
73
$2.02M 0.39%
48,060
+14,220
74
$1.99M 0.38%
68,113
-3,372
75
$1.87M 0.36%
19,771
-117
1 2
3
4 5