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
$158M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$1.74M
2
+$1.31M
3
+$825K
4
TEL icon
TE Connectivity
TEL
+$681K
5
HUN icon
Huntsman Corp
HUN
+$582K

Top Sells

1
+$1.58M
2
+$742K
3
+$662K
4
HPQ icon
HP
HPQ
+$637K
5
IBM icon
IBM
IBM
+$575K

Sector Composition

1 Healthcare 16.92%
2 Financials 14.69%
3 Technology 11.31%
4 Industrials 11.1%
5 Consumer Staples 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$441K 0.28%
7,580
-117
102
$438K 0.28%
3,482
-132
103
$434K 0.27%
+15,985
104
$432K 0.27%
5,109
-850
105
$426K 0.27%
19,830
-25,001
106
$417K 0.26%
+5,893
107
$414K 0.26%
15,252
-744
108
$409K 0.26%
5,360
+73
109
$403K 0.26%
13,148
-117
110
$393K 0.25%
13,900
+3,200
111
$380K 0.24%
4,317
-807
112
$376K 0.24%
10,742
-2,474
113
$373K 0.24%
5,229
-37
114
$361K 0.23%
4,110
+365
115
$359K 0.23%
8,068
-2,129
116
$358K 0.23%
26,235
+12,252
117
$350K 0.22%
7,224
-2,652
118
$344K 0.22%
+38,953
119
$343K 0.22%
3,232
-117
120
$335K 0.21%
2,229
-52
121
$331K 0.21%
4,350
122
$329K 0.21%
+10,210
123
$327K 0.21%
1,606
+338
124
$321K 0.2%
7,160
-482
125
$318K 0.2%
1,552
+178
2 3 4
5
6