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
$215M
AUM Growth
+$8.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$772K
2
+$626K
3
+$499K
4
CWB icon
SPDR Bloomberg Convertible Securities ETF
CWB
+$340K
5
V icon
Visa
V
+$313K

Top Sells

1
+$1.37M
2
+$866K
3
+$623K
4
TRGP icon
Targa Resources
TRGP
+$217K
5
HPE icon
Hewlett Packard
HPE
+$181K

Sector Composition

1 Financials 16.68%
2 Healthcare 13.85%
3 Industrials 10.01%
4 Technology 9.72%
5 Communication Services 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.03M 0.48%
8,058
-103
77
$1.02M 0.48%
6,722
+532
78
$1.01M 0.47%
20,009
+2,280
79
$1.01M 0.47%
3,166
+55
80
$1.01M 0.47%
53,382
-1,200
81
$955K 0.44%
12,871
-16
82
$919K 0.43%
18,980
+12,920
83
$912K 0.42%
6,368
-49
84
$882K 0.41%
10,118
+354
85
$882K 0.41%
3,627
-69
86
$873K 0.41%
5,389
87
$860K 0.4%
25,900
-2,281
88
$854K 0.4%
10,974
+77
89
$835K 0.39%
17,171
-105
90
$825K 0.38%
15,779
-11,914
91
$801K 0.37%
3,313
-97
92
$795K 0.37%
4,557
+95
93
$781K 0.36%
19,770
+350
94
$749K 0.35%
10,331
95
$745K 0.35%
6,120
+1,958
96
$698K 0.32%
6,824
+1,267
97
$696K 0.32%
18,207
+1,380
98
$680K 0.32%
9,130
+1,033
99
$678K 0.32%
5,254
+1
100
$676K 0.31%
16,329
+1,870
2 3
4
5 6