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
$256M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$636K
2
+$480K
3
+$413K
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$407K
5
CWB icon
SPDR Bloomberg Convertible Securities ETF
CWB
+$397K

Top Sells

1
+$329K
2
+$202K
3
+$201K
4
MO icon
Altria Group
MO
+$200K
5
ORCL icon
Oracle
ORCL
+$184K

Sector Composition

1 Financials 17.03%
2 Healthcare 12.12%
3 Technology 10.96%
4 Industrials 8.71%
5 Communication Services 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.01M 0.39%
12,864
+4,316
77
$968K 0.38%
13,317
-1,774
78
$956K 0.37%
5,496
-371
79
$952K 0.37%
22,084
+2,394
80
$906K 0.35%
11,819
+190
81
$863K 0.34%
12,046
+1
82
$860K 0.34%
8,570
+1,951
83
$820K 0.32%
19,120
+413
84
$787K 0.31%
3,694
85
$787K 0.31%
2,687
-477
86
$786K 0.31%
5,213
-70
87
$783K 0.31%
7,137
-46
88
$779K 0.3%
6,678
-229
89
$713K 0.28%
42,698
-1,730
90
$708K 0.28%
18,035
+101
91
$695K 0.27%
13,576
+4
92
$694K 0.27%
5,089
+122
93
$688K 0.27%
4,154
-131
94
$687K 0.27%
4,040
-12
95
$651K 0.25%
11,822
-1,247
96
$641K 0.25%
7,636
+710
97
$638K 0.25%
6,814
-213
98
$636K 0.25%
+4,827
99
$629K 0.25%
15,299
-254
100
$586K 0.23%
3,568
+211
2 3
4
5 6