RWA

River Wealth Advisors Portfolio holdings

AUM $855M
1-Year Est. Return 16.09%
This Quarter Est. Return
1 Year Est. Return
+16.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$720M
AUM Growth
-$34.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$2.83M
2
+$2.49M
3
+$1.18M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.02M
5
ACN icon
Accenture
ACN
+$959K

Top Sells

1
+$3.58M
2
+$3.5M
3
+$1.84M
4
LMT icon
Lockheed Martin
LMT
+$1.47M
5
AEP icon
American Electric Power
AEP
+$1.36M

Sector Composition

1 Technology 19.45%
2 Financials 12.12%
3 Healthcare 8.37%
4 Consumer Discretionary 7.12%
5 Industrials 7.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.01M 0.28%
6,087
-166
77
$1.9M 0.26%
27,966
+200
78
$1.86M 0.26%
94,922
+11,823
79
$1.85M 0.26%
6,019
80
$1.81M 0.25%
3,315
-72
81
$1.8M 0.25%
3,389
-482
82
$1.78M 0.25%
3,184
-125
83
$1.72M 0.24%
16,411
-667
84
$1.68M 0.23%
8,175
-199
85
$1.67M 0.23%
38,173
-2,597
86
$1.61M 0.22%
3,137
-530
87
$1.5M 0.21%
7,082
-343
88
$1.49M 0.21%
14,328
-2,634
89
$1.48M 0.21%
6,070
-873
90
$1.43M 0.2%
2,822
-169
91
$1.42M 0.2%
9,276
-1,597
92
$1.32M 0.18%
15,805
-351
93
$1.24M 0.17%
15,195
-1,672
94
$1.22M 0.17%
59,772
+5,797
95
$1.18M 0.16%
72,514
+8,934
96
$1.17M 0.16%
8,146
+6,591
97
$1.16M 0.16%
70,064
+7,853
98
$1.16M 0.16%
62,680
+6,542
99
$1.15M 0.16%
28,040
-3,516
100
$1.13M 0.16%
55,357
+8,180
2 3
4
5 6