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
$158M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$1.74M
2
+$1.31M
3
+$825K
4
TEL icon
TE Connectivity
TEL
+$681K
5
HUN icon
Huntsman Corp
HUN
+$582K

Top Sells

1
+$1.58M
2
+$742K
3
+$662K
4
HPQ icon
HP
HPQ
+$637K
5
IBM icon
IBM
IBM
+$575K

Sector Composition

1 Healthcare 16.92%
2 Financials 14.69%
3 Technology 11.31%
4 Industrials 11.1%
5 Consumer Staples 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$751K 0.48%
17,479
-5,790
77
$730K 0.46%
7,526
+114
78
$728K 0.46%
5,129
-150
79
$727K 0.46%
9,668
+929
80
$693K 0.44%
8,932
+742
81
$692K 0.44%
11,778
+4,175
82
$689K 0.44%
6,972
+230
83
$684K 0.43%
16,967
-462
84
$678K 0.43%
10,291
+396
85
$669K 0.42%
2,140
+82
86
$658K 0.42%
19,745
+1,400
87
$590K 0.37%
18,432
+1,137
88
$584K 0.37%
9,855
+252
89
$581K 0.37%
8,852
+796
90
$574K 0.36%
16,654
-690
91
$566K 0.36%
5,233
-265
92
$563K 0.36%
4,258
+950
93
$543K 0.34%
20,908
-400
94
$537K 0.34%
8,950
-85
95
$497K 0.31%
5,107
-100
96
$486K 0.31%
+4,161
97
$461K 0.29%
3,502
-4,365
98
$457K 0.29%
6,722
-580
99
$457K 0.29%
6,430
+4
100
$451K 0.29%
20,713
2 3
4
5 6