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
$225M
AUM Growth
-$46.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
616
New
Increased
Reduced
Closed

Top Buys

1
+$1.85M
2
+$495K
3
+$408K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$357K
5
AMGN icon
Amgen
AMGN
+$291K

Top Sells

1
+$1.94M
2
+$1.2M
3
+$600K
4
VTRS icon
Viatris
VTRS
+$384K
5
DVN icon
Devon Energy
DVN
+$358K

Sector Composition

1 Financials 16.4%
2 Healthcare 13.33%
3 Technology 10.02%
4 Industrials 8.06%
5 Consumer Discretionary 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$901K 0.4%
3,605
-493
77
$887K 0.39%
5,933
78
$857K 0.38%
2,831
79
$819K 0.36%
12,003
-2,142
80
$775K 0.34%
3,794
-1,040
81
$742K 0.33%
18,993
+188
82
$737K 0.33%
12,381
-1,164
83
$723K 0.32%
17,407
-3,878
84
$707K 0.31%
6,917
-1,604
85
$693K 0.31%
13,375
-1,777
86
$673K 0.3%
5,312
-129
87
$665K 0.3%
24,259
-14,022
88
$649K 0.29%
4,351
-57
89
$644K 0.29%
14,828
-3,328
90
$638K 0.28%
6,946
-1,564
91
$615K 0.27%
4,837
+35
92
$599K 0.27%
14,468
-1,999
93
$578K 0.26%
4,040
-1,179
94
$544K 0.24%
7,025
+77
95
$539K 0.24%
15,551
+11,761
96
$530K 0.24%
7,652
+2,297
97
$530K 0.24%
18,133
-623
98
$520K 0.23%
5,470
-12
99
$510K 0.23%
10,814
-1,672
100
$496K 0.22%
6,802
+5
2 3
4
5 6