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
$157M
AUM Growth
-$4.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$221K
2
+$202K
3
+$145K
4
ORCL icon
Oracle
ORCL
+$113K
5
CVS icon
CVS Health
CVS
+$102K

Top Sells

1
+$201K
2
+$201K
3
+$184K
4
PPL icon
PPL Corp
PPL
+$152K
5
IRDM icon
Iridium Communications
IRDM
+$146K

Sector Composition

1 Healthcare 16.73%
2 Financials 14.29%
3 Industrials 11.61%
4 Technology 11.28%
5 Energy 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$734K 0.47%
6,930
-91
77
$726K 0.46%
16,437
-110
78
$721K 0.46%
7,419
+79
79
$714K 0.45%
5,499
-25
80
$696K 0.44%
18,225
-120
81
$667K 0.42%
5,811
-655
82
$660K 0.42%
9,874
+445
83
$641K 0.41%
7,562
-432
84
$639K 0.41%
9,517
-960
85
$625K 0.4%
4,907
-139
86
$616K 0.39%
4,692
-116
87
$612K 0.39%
8,145
+1,063
88
$609K 0.39%
2,008
-100
89
$599K 0.38%
7,709
-39
90
$596K 0.38%
27,014
-249
91
$592K 0.38%
9,835
-178
92
$571K 0.36%
7,867
-32
93
$559K 0.36%
8,325
-1,069
94
$552K 0.35%
22,508
-3,128
95
$539K 0.34%
9,347
+189
96
$530K 0.34%
17,433
+59
97
$525K 0.33%
20,463
+125
98
$507K 0.32%
5,808
+103
99
$494K 0.31%
3,826
-507
100
$494K 0.31%
8,352
+429
2 3
4
5 6