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
$181M
AUM Growth
+$6.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$663K
2
+$463K
3
+$449K
4
META icon
Meta Platforms (Facebook)
META
+$431K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$328K

Top Sells

1
+$1.8M
2
+$395K
3
+$327K
4
M icon
Macy's
M
+$300K
5
DGX icon
Quest Diagnostics
DGX
+$280K

Sector Composition

1 Healthcare 14.51%
2 Financials 14.4%
3 Industrials 11.89%
4 Technology 9.59%
5 Energy 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$849K 0.47%
12,920
-1,068
77
$828K 0.46%
3,593
+75
78
$826K 0.46%
11,501
+200
79
$818K 0.45%
29,333
+813
80
$775K 0.43%
18,320
-450
81
$771K 0.43%
4,847
-89
82
$766K 0.42%
6,601
-370
83
$766K 0.42%
7,410
+270
84
$764K 0.42%
15,450
+823
85
$750K 0.41%
7,314
+2,245
86
$748K 0.41%
12,561
-4,572
87
$723K 0.4%
17,091
-275
88
$717K 0.4%
5,685
-120
89
$711K 0.39%
19,410
90
$710K 0.39%
10,308
-85
91
$672K 0.37%
50,810
+11,038
92
$635K 0.35%
8,787
+4,235
93
$629K 0.35%
20,560
-676
94
$612K 0.34%
9,706
-235
95
$599K 0.33%
10,059
-1,545
96
$594K 0.33%
5,144
-50
97
$566K 0.31%
18,945
+300
98
$555K 0.31%
10,258
-317
99
$553K 0.31%
8,652
+350
100
$538K 0.3%
15,675
+2,175
2 3
4
5 6