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
$584M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$1.27M
3
+$1.15M
4
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$1.08M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$942K

Top Sells

1
+$252K
2
+$234K
3
+$213K
4
GPC icon
Genuine Parts
GPC
+$208K
5
HPQ icon
HP
HPQ
+$202K

Sector Composition

1 Technology 13.14%
2 Financials 12.19%
3 Healthcare 8.68%
4 Consumer Discretionary 6.19%
5 Industrials 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.01M 0.34%
26,960
+165
77
$1.96M 0.34%
22,785
+33
78
$1.89M 0.32%
51,710
+6,323
79
$1.85M 0.32%
30,010
+10
80
$1.83M 0.31%
65,815
+2,501
81
$1.82M 0.31%
4,283
-252
82
$1.82M 0.31%
32,471
+10,843
83
$1.79M 0.31%
86,340
-740
84
$1.78M 0.31%
4,559
-8
85
$1.71M 0.29%
8,703
-89
86
$1.69M 0.29%
6,025
-29
87
$1.61M 0.28%
14,004
+45
88
$1.58M 0.27%
3,672
-49
89
$1.57M 0.27%
22,492
+230
90
$1.54M 0.26%
30,604
+2,903
91
$1.54M 0.26%
8,655
+90
92
$1.51M 0.26%
20,702
-148
93
$1.48M 0.25%
6,140
94
$1.38M 0.24%
18,206
+72
95
$1.32M 0.23%
24,720
-1,351
96
$1.29M 0.22%
4,881
+394
97
$1.28M 0.22%
16,116
-555
98
$1.24M 0.21%
15,784
+1,351
99
$1.22M 0.21%
4,471
+852
100
$1.2M 0.2%
8,277
+606
2 3
4
5 6