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
$645M
AUM Growth
+$61.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$5.87M
2
+$2.56M
3
+$1.47M
4
AAPL icon
Apple
AAPL
+$1.23M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$919K

Top Sells

1
+$8.13M
2
+$508K
3
+$291K
4
MDT icon
Medtronic
MDT
+$258K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$211K

Sector Composition

1 Technology 14.97%
2 Financials 11.32%
3 Healthcare 8.81%
4 Consumer Discretionary 6.65%
5 Industrials 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.28M 0.35%
19,933
+519
77
$2.25M 0.35%
25,321
-527
78
$2.21M 0.34%
166,946
79
$2.18M 0.34%
72,485
+6,670
80
$2M 0.31%
55,778
+4,068
81
$2M 0.31%
39,726
+7,255
82
$2M 0.31%
23,194
+409
83
$1.98M 0.31%
4,188
-95
84
$1.86M 0.29%
5,844
-181
85
$1.81M 0.28%
24,732
-2,228
86
$1.72M 0.27%
23,677
+1,185
87
$1.71M 0.27%
13,960
-44
88
$1.66M 0.26%
8,943
+288
89
$1.66M 0.26%
8,424
-279
90
$1.62M 0.25%
6,140
91
$1.61M 0.25%
20,452
-250
92
$1.56M 0.24%
3,282
-390
93
$1.55M 0.24%
18,205
-1
94
$1.52M 0.24%
29,815
-789
95
$1.52M 0.24%
16,272
+488
96
$1.51M 0.23%
8,542
+265
97
$1.44M 0.22%
22,725
+975
98
$1.43M 0.22%
4,899
+18
99
$1.41M 0.22%
4,701
+230
100
$1.36M 0.21%
8,304
+199
2 3
4
5 6