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
$329M
AUM Growth
+$78.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$2.99M
2
+$1.33M
3
+$1.3M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.28M
5
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$1.19M

Top Sells

1
+$658K
2
+$520K
3
+$157K
4
WBT
Welbilt, Inc.
WBT
+$73.7K
5
IBM icon
IBM
IBM
+$68.3K

Sector Composition

1 Technology 13.37%
2 Financials 13.05%
3 Healthcare 10.26%
4 Consumer Discretionary 6.88%
5 Industrials 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.31M 0.4%
16,257
+3,402
77
$1.31M 0.4%
20,945
+1,968
78
$1.24M 0.38%
48,102
+4,193
79
$1.24M 0.38%
13,256
+4,278
80
$1.19M 0.36%
+22,751
81
$1.18M 0.36%
9,550
+9
82
$1.13M 0.34%
9,030
-138
83
$1.12M 0.34%
6,101
-39
84
$1.09M 0.33%
14,911
+2,481
85
$1.06M 0.32%
+6,185
86
$1.03M 0.31%
18,460
+12,532
87
$1.02M 0.31%
5,808
+5
88
$968K 0.29%
3,140
-75
89
$941K 0.29%
6,318
-138
90
$940K 0.29%
13,768
+1,408
91
$940K 0.29%
3,187
+1,330
92
$936K 0.28%
24,137
+13,000
93
$932K 0.28%
5,331
-109
94
$928K 0.28%
18,477
-998
95
$922K 0.28%
7,713
-131
96
$885K 0.27%
3,124
+449
97
$857K 0.26%
90,200
-6,480
98
$838K 0.25%
76,953
-4,091
99
$822K 0.25%
17,278
+7,822
100
$773K 0.23%
6,538
+11
2 3
4
5 6