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
$146M
AUM Growth
-$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$508K
2
+$291K
3
+$283K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$243K
5
STI
SunTrust Banks, Inc.
STI
+$202K

Top Sells

1
+$505K
2
+$271K
3
+$219K
4
SNDK
SANDISK CORP
SNDK
+$207K
5
NUE icon
Nucor
NUE
+$96.9K

Sector Composition

1 Healthcare 16.03%
2 Financials 14.91%
3 Technology 11.82%
4 Industrials 10.45%
5 Consumer Staples 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$428K 0.29%
3,614
-212
102
$420K 0.29%
15,996
-1,169
103
$419K 0.29%
7,697
+60
104
$406K 0.28%
41,922
+14,908
105
$399K 0.27%
10,197
+850
106
$395K 0.27%
6,426
-1,441
107
$395K 0.27%
13,265
+652
108
$391K 0.27%
5,287
+691
109
$390K 0.27%
8,280
+113
110
$382K 0.26%
3,308
+79
111
$379K 0.26%
5,266
+268
112
$341K 0.23%
1,369
+85
113
$320K 0.22%
7,642
+152
114
$314K 0.22%
2,405
+375
115
$312K 0.21%
3,349
+962
116
$306K 0.21%
3,658
+186
117
$300K 0.21%
4,350
118
$297K 0.2%
3,745
+214
119
$295K 0.2%
2,281
120
$286K 0.2%
6,467
+10
121
$275K 0.19%
6,832
122
$271K 0.19%
1,882
123
$269K 0.18%
10,700
-680
124
$265K 0.18%
1,374
+400
125
$261K 0.18%
2,620
+45
2 3 4
5
6