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
$550M
AUM Growth
+$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$1.88M
3
+$1.32M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.11M
5
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$941K

Top Sells

1
+$1.13M
2
+$1.08M
3
+$515K
4
PPL icon
PPL Corp
PPL
+$503K
5
OTIS icon
Otis Worldwide
OTIS
+$457K

Sector Composition

1 Technology 16.1%
2 Financials 11.2%
3 Healthcare 10.15%
4 Industrials 7.09%
5 Consumer Discretionary 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.08M 0.38%
4,191
+417
77
$2.06M 0.38%
6,679
+90
78
$1.96M 0.36%
4,146
+799
79
$1.95M 0.36%
11,964
+3,493
80
$1.93M 0.35%
19,946
+175
81
$1.89M 0.34%
5,613
-36
82
$1.87M 0.34%
36,055
-297
83
$1.69M 0.31%
17,705
-1,958
84
$1.62M 0.3%
2,428
+651
85
$1.62M 0.3%
44,993
-6,841
86
$1.59M 0.29%
12,301
-170
87
$1.58M 0.29%
6,921
+2,058
88
$1.57M 0.29%
38,449
+7,556
89
$1.53M 0.28%
37,390
+2,993
90
$1.53M 0.28%
13,926
+2,895
91
$1.52M 0.28%
4,036
+73
92
$1.5M 0.27%
19,983
-816
93
$1.46M 0.27%
18,964
+5,043
94
$1.46M 0.27%
13,680
-3,362
95
$1.41M 0.26%
6,181
-117
96
$1.39M 0.25%
50,031
-18,082
97
$1.38M 0.25%
11,771
-287
98
$1.36M 0.25%
166,946
99
$1.35M 0.25%
5,980
100
$1.32M 0.24%
+45,065
2 3
4
5 6