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
$167M
AUM Growth
+$9.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$1.55M
2
+$1.28M
3
+$1.1M
4
WBT
Welbilt, Inc.
WBT
+$850K
5
BDN
Brandywine Realty Trust
BDN
+$542K

Top Sells

1
+$1.86M
2
+$890K
3
+$248K
4
MCK icon
McKesson
MCK
+$216K
5
GSK icon
GSK
GSK
+$210K

Sector Composition

1 Healthcare 15.58%
2 Financials 13.1%
3 Industrials 11.48%
4 Technology 11.17%
5 Consumer Staples 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$799K 0.48%
10,446
+1,514
77
$794K 0.47%
7,433
-203
78
$789K 0.47%
7,073
+101
79
$788K 0.47%
7,958
-249
80
$773K 0.46%
6,968
+228
81
$769K 0.46%
11,098
+128
82
$766K 0.46%
18,309
+16
83
$735K 0.44%
16,098
-415
84
$735K 0.44%
15,536
-1,431
85
$675K 0.4%
5,061
+803
86
$671K 0.4%
11,738
-40
87
$668K 0.4%
4,715
-414
88
$664K 0.4%
10,425
+134
89
$628K 0.38%
21,236
+328
90
$591K 0.35%
17,565
+1,580
91
$587K 0.35%
18,156
+1,502
92
$584K 0.35%
2,180
+40
93
$581K 0.35%
10,164
+309
94
$581K 0.35%
9,733
+783
95
$572K 0.34%
5,094
-139
96
$550K 0.33%
18,645
-1,100
97
$506K 0.3%
17,985
+4,837
98
$487K 0.29%
9,109
+257
99
$483K 0.29%
5,107
100
$479K 0.29%
6,264
-458
2 3
4
5 6