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
$237M
AUM Growth
-$3.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$1.19M
2
+$618K
3
+$455K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$305K
5
ECOL
US Ecology, Inc.
ECOL
+$261K

Top Sells

1
+$294K
2
+$275K
3
+$256K
4
MDLZ icon
Mondelez International
MDLZ
+$248K
5
LLY icon
Eli Lilly
LLY
+$220K

Sector Composition

1 Financials 18.27%
2 Healthcare 12.1%
3 Technology 10.11%
4 Industrials 8.88%
5 Communication Services 5.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.12M 0.47%
6,528
-100
77
$1.06M 0.45%
9,356
-449
78
$1.02M 0.43%
14,291
-780
79
$1.02M 0.43%
16,770
-447
80
$1.02M 0.43%
9,141
+147
81
$1.02M 0.43%
16,990
-300
82
$983K 0.41%
4,762
-255
83
$978K 0.41%
5,304
84
$977K 0.41%
8,761
+936
85
$973K 0.41%
20,157
+545
86
$971K 0.41%
2,840
-120
87
$969K 0.41%
49,807
-2,200
88
$936K 0.39%
21,640
-1,400
89
$909K 0.38%
17,485
-1,800
90
$890K 0.38%
14,301
-622
91
$885K 0.37%
5,649
-500
92
$852K 0.36%
4,269
+212
93
$834K 0.35%
10,522
-694
94
$825K 0.35%
10,319
+158
95
$817K 0.34%
20,205
-104
96
$806K 0.34%
5,933
-104
97
$797K 0.34%
12,310
-589
98
$780K 0.33%
5,292
+1,550
99
$773K 0.33%
18,936
+536
100
$732K 0.31%
4,715
-109
2 3
4
5 6