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
$157M
AUM Growth
-$4.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$221K
2
+$202K
3
+$145K
4
ORCL icon
Oracle
ORCL
+$113K
5
CVS icon
CVS Health
CVS
+$102K

Top Sells

1
+$201K
2
+$201K
3
+$184K
4
PPL icon
PPL Corp
PPL
+$152K
5
IRDM icon
Iridium Communications
IRDM
+$146K

Sector Composition

1 Healthcare 16.73%
2 Financials 14.29%
3 Industrials 11.61%
4 Technology 11.28%
5 Energy 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$473K 0.3%
7,453
102
$471K 0.3%
17,165
-852
103
$446K 0.28%
4,596
-191
104
$444K 0.28%
8,167
-589
105
$440K 0.28%
4,706
-125
106
$401K 0.25%
12,613
+377
107
$374K 0.24%
7,637
-2,377
108
$360K 0.23%
4,908
-1,940
109
$359K 0.23%
3,229
+36
110
$358K 0.23%
6,457
+58
111
$358K 0.23%
8,325
+1,545
112
$353K 0.22%
4,998
+39
113
$351K 0.22%
1,284
114
$321K 0.2%
1,882
+50
115
$317K 0.2%
5,908
+492
116
$315K 0.2%
2,281
-157
117
$308K 0.2%
7,490
+82
118
$291K 0.19%
4,350
-651
119
$290K 0.18%
3,472
-158
120
$286K 0.18%
6,832
121
$283K 0.18%
3,531
-1,392
122
$276K 0.18%
2,030
-446
123
$271K 0.17%
2,343
-828
124
$270K 0.17%
3,040
-614
125
$267K 0.17%
11,380
-1,642
2 3 4
5
6