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
$271M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
627
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$493K
3
+$395K
4
MRO
Marathon Oil Corporation
MRO
+$313K
5
MA icon
Mastercard
MA
+$306K

Top Sells

1
+$314K
2
+$244K
3
+$230K
4
AMGN icon
Amgen
AMGN
+$216K
5
COR icon
Cencora
COR
+$204K

Sector Composition

1 Financials 17.04%
2 Healthcare 12.72%
3 Technology 10.58%
4 Industrials 8.61%
5 Consumer Discretionary 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.2M 0.44%
14,145
-1,487
77
$1.2M 0.44%
5,911
-539
78
$1.19M 0.44%
4,098
-793
79
$1.08M 0.4%
15,268
-862
80
$1.07M 0.39%
5,933
81
$1.07M 0.39%
13,548
-47
82
$1.05M 0.39%
21,285
+400
83
$1.04M 0.38%
2,831
84
$1.03M 0.38%
4,834
+160
85
$1.02M 0.38%
25,109
-6,025
86
$961K 0.35%
15,152
-967
87
$930K 0.34%
8,521
-756
88
$907K 0.33%
13,545
-312
89
$881K 0.32%
42,203
-5,304
90
$859K 0.32%
5,219
-50
91
$807K 0.3%
18,805
-1,280
92
$768K 0.28%
5,441
-119
93
$761K 0.28%
18,156
-392
94
$732K 0.27%
4,802
-310
95
$717K 0.26%
7,666
+238
96
$712K 0.26%
31,115
-1,623
97
$708K 0.26%
8,510
-1,002
98
$689K 0.25%
16,467
-889
99
$687K 0.25%
1,755
+391
100
$686K 0.25%
18,756
-1,100
2 3
4
5 6