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
$296M
AUM Growth
+$31.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$2.71M
2
+$653K
3
+$569K
4
MSFT icon
Microsoft
MSFT
+$512K
5
BMY icon
Bristol-Myers Squibb
BMY
+$423K

Top Sells

1
+$2.73M
2
+$436K
3
+$353K
4
DVN icon
Devon Energy
DVN
+$329K
5
DXC icon
DXC Technology
DXC
+$251K

Sector Composition

1 Financials 16.86%
2 Technology 11.96%
3 Healthcare 11.55%
4 Industrials 8.5%
5 Communication Services 6.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.15M 0.39%
3,074
+216
77
$1.15M 0.39%
5,916
-7
78
$1.13M 0.38%
11,333
+1,318
79
$1.11M 0.37%
6,488
-220
80
$1.03M 0.35%
10,156
+2,089
81
$996K 0.34%
5,546
+352
82
$993K 0.34%
20,688
+303
83
$956K 0.32%
7,654
+713
84
$938K 0.32%
2,879
+2,003
85
$923K 0.31%
4,073
-121
86
$891K 0.3%
19,858
+548
87
$856K 0.29%
12,438
+608
88
$846K 0.29%
12,120
+413
89
$840K 0.28%
2,610
+31
90
$824K 0.28%
6,176
-222
91
$818K 0.28%
2,766
+577
92
$807K 0.27%
13,328
-396
93
$797K 0.27%
4,009
+1,751
94
$778K 0.26%
6,065
+163
95
$768K 0.26%
14,295
+2,936
96
$748K 0.25%
5,067
-100
97
$716K 0.24%
4,219
+244
98
$698K 0.24%
4,027
-119
99
$644K 0.22%
7,222
+909
100
$592K 0.2%
15,921
+533
2 3
4
5 6