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
$265M
AUM Growth
+$8.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$610K
2
+$538K
3
+$463K
4
AMZN icon
Amazon
AMZN
+$404K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$341K

Top Sells

1
+$523K
2
+$506K
3
+$266K
4
GLW icon
Corning
GLW
+$223K
5
IBM icon
IBM
IBM
+$184K

Sector Composition

1 Financials 16.9%
2 Healthcare 11.63%
3 Technology 11.14%
4 Industrials 8.28%
5 Communication Services 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.06M 0.4%
5,923
-30
77
$1.04M 0.39%
5,296
-200
78
$1.01M 0.38%
2,858
-7
79
$999K 0.38%
10,015
+1,445
80
$995K 0.38%
13,135
-182
81
$872K 0.33%
4,194
+500
82
$870K 0.33%
11,830
-216
83
$863K 0.33%
6,941
-196
84
$850K 0.32%
20,385
+2,350
85
$827K 0.31%
11,707
-112
86
$813K 0.31%
5,194
-19
87
$799K 0.3%
13,724
+148
88
$789K 0.3%
19,310
+190
89
$765K 0.29%
2,579
-108
90
$758K 0.29%
8,067
+431
91
$758K 0.29%
6,398
-280
92
$720K 0.27%
42,698
93
$699K 0.26%
4,146
-8
94
$653K 0.25%
5,167
+78
95
$631K 0.24%
5,902
+4
96
$628K 0.24%
3,975
-65
97
$597K 0.23%
2,189
+318
98
$584K 0.22%
11,474
-348
99
$557K 0.21%
11,359
+750
100
$556K 0.21%
3,916
+1
2 3
4
5 6