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
$206M
AUM Growth
+$8.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$866K
3
+$386K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$353K
5
VZ icon
Verizon
VZ
+$339K

Top Sells

1
+$2.07M
2
+$625K
3
+$342K
4
TGT icon
Target
TGT
+$328K
5
UN
Unilever NV New York Registry Shares
UN
+$252K

Sector Composition

1 Financials 16.15%
2 Healthcare 13.79%
3 Technology 10.28%
4 Industrials 9.77%
5 Energy 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$977K 0.47%
8,161
+127
77
$972K 0.47%
3,111
78
$931K 0.45%
8,857
+1,121
79
$931K 0.45%
7,123
-435
80
$904K 0.44%
28,181
-6,402
81
$883K 0.43%
3,696
+50
82
$878K 0.43%
12,887
-2,525
83
$877K 0.43%
9,764
-206
84
$866K 0.42%
+10,170
85
$850K 0.41%
6,417
-401
86
$834K 0.4%
5,389
-1,062
87
$808K 0.39%
10,897
-1,700
88
$804K 0.39%
3,410
+121
89
$790K 0.38%
6,190
+975
90
$767K 0.37%
17,276
-1,188
91
$750K 0.36%
17,729
-14,770
92
$706K 0.34%
60,646
-19,494
93
$701K 0.34%
19,420
-125
94
$697K 0.34%
50,598
-1,542
95
$691K 0.34%
5,253
-62
96
$685K 0.33%
4,462
-255
97
$673K 0.33%
10,331
+625
98
$657K 0.32%
7,911
+2,495
99
$592K 0.29%
18,464
-1,896
100
$586K 0.28%
10,041
2 3
4
5 6