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
$550M
AUM Growth
+$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$1.88M
3
+$1.32M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.11M
5
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$941K

Top Sells

1
+$1.13M
2
+$1.08M
3
+$515K
4
PPL icon
PPL Corp
PPL
+$503K
5
OTIS icon
Otis Worldwide
OTIS
+$457K

Sector Composition

1 Technology 16.1%
2 Financials 11.2%
3 Healthcare 10.15%
4 Industrials 7.09%
5 Consumer Discretionary 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.16M 0.57%
83,226
+5,694
52
$3.1M 0.56%
9,657
-115
53
$3.08M 0.56%
24,251
-168
54
$3.01M 0.55%
13,491
-505
55
$3M 0.55%
10,173
-175
56
$2.97M 0.54%
111,456
+11,377
57
$2.97M 0.54%
19,135
-771
58
$2.87M 0.52%
28,265
-456
59
$2.86M 0.52%
40,030
-2,785
60
$2.81M 0.51%
26,448
+3,701
61
$2.78M 0.51%
70,552
-3,550
62
$2.77M 0.5%
47,592
-1,209
63
$2.68M 0.49%
16,119
-605
64
$2.46M 0.45%
25,554
-630
65
$2.45M 0.45%
5,941
+1,829
66
$2.42M 0.44%
24,661
-157
67
$2.4M 0.44%
19,560
-971
68
$2.4M 0.44%
24,464
+5,531
69
$2.39M 0.44%
105,711
-1,332
70
$2.39M 0.43%
87,353
-6,168
71
$2.37M 0.43%
26,087
-336
72
$2.29M 0.42%
11,982
-641
73
$2.25M 0.41%
15,545
+12,969
74
$2.23M 0.41%
14,994
+203
75
$2.14M 0.39%
62,669
+8,580
1 2
3
4 5