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
$572M
AUM Growth
+$38.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$1.13M
3
+$929K
4
CMCSA icon
Comcast
CMCSA
+$636K
5
CWB icon
SPDR Bloomberg Convertible Securities ETF
CWB
+$440K

Top Sells

1
+$857K
2
+$479K
3
+$393K
4
PM icon
Philip Morris
PM
+$316K
5
XOM icon
Exxon Mobil
XOM
+$305K

Sector Composition

1 Technology 12.84%
2 Financials 11.99%
3 Healthcare 8.61%
4 Industrials 6.47%
5 Consumer Discretionary 6.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2M 0.35%
166,946
77
$1.99M 0.35%
26,795
+175
78
$1.94M 0.34%
22,752
+235
79
$1.91M 0.33%
22,262
+74
80
$1.86M 0.33%
4,535
-112
81
$1.86M 0.33%
6,054
+43
82
$1.83M 0.32%
4,567
+81
83
$1.77M 0.31%
63,314
+3,510
84
$1.74M 0.3%
87,080
-4,320
85
$1.74M 0.3%
8,792
-267
86
$1.63M 0.28%
13,959
-60
87
$1.59M 0.28%
3,721
+59
88
$1.59M 0.28%
45,387
+4,136
89
$1.53M 0.27%
20,850
-107
90
$1.5M 0.26%
8,565
+240
91
$1.49M 0.26%
6,140
92
$1.48M 0.26%
18,134
+231
93
$1.46M 0.26%
26,071
+186
94
$1.43M 0.25%
27,701
+2,895
95
$1.35M 0.24%
16,671
+123
96
$1.25M 0.22%
5,188
-63
97
$1.24M 0.22%
4,684
98
$1.23M 0.22%
21,628
+11,162
99
$1.21M 0.21%
4,487
+289
100
$1.15M 0.2%
7,671
+797
2 3
4
5 6