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
$239M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
568
New
Increased
Reduced
Closed

Top Buys

1
+$367K
2
+$324K
3
+$319K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$317K
5
STZ icon
Constellation Brands
STZ
+$265K

Top Sells

1
+$325K
2
+$271K
3
+$195K
4
UN
Unilever NV New York Registry Shares
UN
+$190K
5
ORCL icon
Oracle
ORCL
+$184K

Sector Composition

1 Financials 16.63%
2 Healthcare 13.09%
3 Technology 10.78%
4 Industrials 8.69%
5 Communication Services 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.04M 0.44%
10,396
-222
77
$972K 0.41%
2,814
-17
78
$940K 0.39%
11,629
-374
79
$894K 0.37%
3,164
-441
80
$826K 0.35%
12,045
-336
81
$815K 0.34%
19,690
+4,139
82
$803K 0.34%
18,707
-286
83
$780K 0.33%
6,907
-10
84
$763K 0.32%
13,069
-306
85
$758K 0.32%
5,283
-29
86
$754K 0.32%
1,976
+837
87
$747K 0.31%
7,183
+237
88
$742K 0.31%
3,694
-100
89
$728K 0.3%
44,428
+1,000
90
$705K 0.3%
17,934
-199
91
$685K 0.29%
4,285
-66
92
$673K 0.28%
4,967
+130
93
$663K 0.28%
6,619
+1,149
94
$659K 0.28%
8,548
+896
95
$656K 0.27%
13,572
-1,256
96
$642K 0.27%
22,666
-1,593
97
$641K 0.27%
14,982
-2,425
98
$636K 0.27%
4,052
+12
99
$627K 0.26%
15,553
+1,085
100
$623K 0.26%
19,745
-1,497
2 3
4
5 6