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
$174M
AUM Growth
+$6.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$901K
2
+$857K
3
+$572K
4
AAL icon
American Airlines Group
AAL
+$549K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$411K

Top Sells

1
+$1.12M
2
+$788K
3
+$242K
4
MTW icon
Manitowoc
MTW
+$240K
5
AXP icon
American Express
AXP
+$214K

Sector Composition

1 Healthcare 15.69%
2 Financials 13.68%
3 Industrials 11.51%
4 Technology 10.43%
5 Energy 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$815K 0.47%
10,988
+542
77
$813K 0.47%
3,518
+1,338
78
$798K 0.46%
5,805
-210
79
$787K 0.45%
17,366
+100
80
$786K 0.45%
7,276
+53
81
$770K 0.44%
6,028
+967
82
$744K 0.43%
7,140
+67
83
$738K 0.42%
18,770
+461
84
$738K 0.42%
52,689
+20,826
85
$729K 0.42%
4,936
+221
86
$723K 0.42%
14,627
-909
87
$722K 0.41%
10,393
-32
88
$718K 0.41%
11,301
+203
89
$692K 0.4%
21,236
90
$634K 0.36%
5,194
+100
91
$626K 0.36%
11,604
-4,494
92
$615K 0.35%
9,941
-223
93
$609K 0.35%
18,237
+252
94
$604K 0.35%
10,575
+842
95
$554K 0.32%
17,720
+155
96
$549K 0.32%
+19,410
97
$536K 0.31%
5,069
+1,390
98
$516K 0.3%
6,337
-21
99
$502K 0.29%
18,645
100
$496K 0.28%
7,190
-249
2 3
4
5 6