RWA

River Wealth Advisors Portfolio holdings

AUM $855M
1-Year Est. Return 16.09%
This Quarter Est. Return
1 Year Est. Return
+16.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$720M
AUM Growth
-$34.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$2.83M
2
+$2.49M
3
+$1.18M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.02M
5
ACN icon
Accenture
ACN
+$959K

Top Sells

1
+$3.58M
2
+$3.5M
3
+$1.84M
4
LMT icon
Lockheed Martin
LMT
+$1.47M
5
AEP icon
American Electric Power
AEP
+$1.36M

Sector Composition

1 Technology 19.45%
2 Financials 12.12%
3 Healthcare 8.37%
4 Consumer Discretionary 7.12%
5 Industrials 7.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.46M 0.48%
18,836
-599
52
$3.37M 0.47%
21,599
-2,321
53
$3.21M 0.45%
31,198
-436
54
$3.2M 0.44%
15,267
-769
55
$3.15M 0.44%
12,895
-617
56
$3.06M 0.43%
15,173
+14,049
57
$2.98M 0.41%
17,280
-1,142
58
$2.86M 0.4%
6,108
-73
59
$2.86M 0.4%
20,213
-616
60
$2.82M 0.39%
6,063
-661
61
$2.79M 0.39%
7,608
-626
62
$2.77M 0.38%
15,448
-895
63
$2.75M 0.38%
20,746
-973
64
$2.69M 0.37%
71,077
-192
65
$2.56M 0.36%
4,214
-109
66
$2.51M 0.35%
23,897
-4,637
67
$2.39M 0.33%
19,325
-2,832
68
$2.37M 0.33%
90,395
-3,877
69
$2.37M 0.33%
4,753
-590
70
$2.27M 0.32%
3,940
-1
71
$2.2M 0.31%
56,055
-4,817
72
$2.18M 0.3%
12,764
-1,258
73
$2.09M 0.29%
11,918
-116
74
$2.08M 0.29%
106,854
+13,609
75
$2.07M 0.29%
12,471
-1,045
1 2
3
4 5