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
$626M
AUM Growth
-$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$3.05M
2
+$1.41M
3
+$1.06M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$965K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$724K

Top Sells

1
+$796K
2
+$301K
3
+$256K
4
IBM icon
IBM
IBM
+$248K
5
RPM icon
RPM International
RPM
+$238K

Sector Composition

1 Technology 14.62%
2 Financials 11.66%
3 Healthcare 9.39%
4 Industrials 6.29%
5 Consumer Discretionary 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.29M 0.37%
10,309
+40
77
$2.24M 0.36%
47,923
+8,197
78
$2.17M 0.35%
20,163
+230
79
$2.15M 0.34%
166,946
80
$2.09M 0.33%
73,265
+780
81
$2.08M 0.33%
24,019
+342
82
$1.99M 0.32%
43,676
-10
83
$1.75M 0.28%
13,633
-327
84
$1.74M 0.28%
60,065
+4,287
85
$1.7M 0.27%
20,049
-403
86
$1.7M 0.27%
4,153
-35
87
$1.69M 0.27%
4,777
+76
88
$1.68M 0.27%
5,922
+78
89
$1.67M 0.27%
25,169
+437
90
$1.61M 0.26%
8,943
91
$1.53M 0.25%
6,140
92
$1.5M 0.24%
3,311
+29
93
$1.42M 0.23%
29,555
-260
94
$1.37M 0.22%
18,022
-183
95
$1.35M 0.22%
24,219
+1,494
96
$1.35M 0.22%
3,246
+421
97
$1.34M 0.21%
4,900
+405
98
$1.34M 0.21%
8,747
+443
99
$1.3M 0.21%
8,586
+162
100
$1.29M 0.21%
5,133
+234
2 3
4
5 6