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
$146M
AUM Growth
-$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$508K
2
+$291K
3
+$283K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$243K
5
STI
SunTrust Banks, Inc.
STI
+$202K

Top Sells

1
+$505K
2
+$271K
3
+$219K
4
SNDK
SANDISK CORP
SNDK
+$207K
5
NUE icon
Nucor
NUE
+$96.9K

Sector Composition

1 Healthcare 16.03%
2 Financials 14.91%
3 Technology 11.82%
4 Industrials 10.45%
5 Consumer Staples 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$662K 0.45%
15,542
-1,752
77
$654K 0.45%
17,429
-2,582
78
$646K 0.44%
5,279
-220
79
$641K 0.44%
17,295
+636
80
$636K 0.44%
8,739
+594
81
$628K 0.43%
18,345
+120
82
$602K 0.41%
5,498
+591
83
$591K 0.41%
6,742
+931
84
$571K 0.39%
9,895
+60
85
$571K 0.39%
8,190
-135
86
$559K 0.38%
2,058
+50
87
$556K 0.38%
7,498
-211
88
$556K 0.38%
5,124
+432
89
$523K 0.36%
17,344
-89
90
$522K 0.36%
9,603
+86
91
$520K 0.36%
21,308
-1,200
92
$520K 0.36%
13,595
+5,270
93
$514K 0.35%
9,035
+3,127
94
$494K 0.34%
9,876
+2
95
$477K 0.33%
7,302
-260
96
$469K 0.32%
5,207
+501
97
$469K 0.32%
20,713
+250
98
$455K 0.31%
5,959
+151
99
$455K 0.31%
8,056
-296
100
$436K 0.3%
7,603
+150
2 3
4
5 6