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
$519M
AUM Growth
+$55.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$3.52M
2
+$2.91M
3
+$1.67M
4
AMD icon
Advanced Micro Devices
AMD
+$1.23M
5
AVY icon
Avery Dennison
AVY
+$875K

Top Sells

1
+$510K
2
+$491K
3
+$472K
4
ELV icon
Elevance Health
ELV
+$448K
5
WKC icon
World Kinect Corp
WKC
+$404K

Sector Composition

1 Technology 13.91%
2 Financials 12.14%
3 Healthcare 11.12%
4 Industrials 7.22%
5 Consumer Discretionary 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.85M 0.36%
19,663
-514
77
$1.83M 0.35%
36,352
-1,187
78
$1.79M 0.35%
17,042
-1,428
79
$1.76M 0.34%
4,112
+425
80
$1.72M 0.33%
3,774
+764
81
$1.69M 0.33%
166,946
82
$1.64M 0.32%
5,649
+13
83
$1.64M 0.32%
20,799
+322
84
$1.63M 0.31%
3,347
+677
85
$1.59M 0.31%
12,471
-1,747
86
$1.58M 0.3%
30,893
+5,545
87
$1.51M 0.29%
6,298
-199
88
$1.45M 0.28%
12,058
-665
89
$1.4M 0.27%
35,614
-6,509
90
$1.39M 0.27%
3,963
-246
91
$1.35M 0.26%
92,080
+4,510
92
$1.33M 0.26%
8,471
+1,239
93
$1.31M 0.25%
34,397
+9,012
94
$1.3M 0.25%
19,089
-263
95
$1.27M 0.24%
3,317
-224
96
$1.26M 0.24%
1,777
+264
97
$1.26M 0.24%
5,980
-160
98
$1.25M 0.24%
4,737
+19
99
$1.25M 0.24%
14,253
+450
100
$1.24M 0.24%
5,210
-73
2 3
4
5 6