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
$198M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.95M
3
+$896K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$734K
5
AAL icon
American Airlines Group
AAL
+$611K

Top Sells

1
+$864K
2
+$672K
3
+$416K
4
CVS icon
CVS Health
CVS
+$328K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$232K

Sector Composition

1 Financials 16.44%
2 Healthcare 13.12%
3 Industrials 11.14%
4 Technology 9.14%
5 Energy 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1M 0.51%
7,173
-10
77
$972K 0.49%
80,140
-18,263
78
$959K 0.49%
14,991
+4,683
79
$951K 0.48%
15,977
+527
80
$939K 0.48%
3,111
-523
81
$892K 0.45%
8,034
+69
82
$845K 0.43%
12,597
-323
83
$838K 0.42%
9,970
-561
84
$835K 0.42%
6,818
-5,483
85
$813K 0.41%
7,558
-28
86
$766K 0.39%
3,646
+53
87
$735K 0.37%
3,289
+814
88
$733K 0.37%
7,736
+326
89
$727K 0.37%
7,037
+2,230
90
$714K 0.36%
6,206
+2,843
91
$709K 0.36%
18,464
+144
92
$701K 0.35%
52,140
+1,330
93
$701K 0.35%
16,911
-180
94
$666K 0.34%
4,717
-130
95
$647K 0.33%
5,215
+71
96
$608K 0.31%
9,706
97
$608K 0.31%
20,360
-200
98
$607K 0.31%
5,315
-370
99
$606K 0.31%
19,545
+600
100
$603K 0.31%
10,738
-1,823
2 3
4
5 6