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
$167M
AUM Growth
+$9.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$1.55M
2
+$1.28M
3
+$1.1M
4
WBT
Welbilt, Inc.
WBT
+$850K
5
BDN
Brandywine Realty Trust
BDN
+$542K

Top Sells

1
+$1.86M
2
+$890K
3
+$248K
4
MCK icon
McKesson
MCK
+$216K
5
GSK icon
GSK
GSK
+$210K

Sector Composition

1 Healthcare 15.58%
2 Financials 13.1%
3 Industrials 11.48%
4 Technology 11.17%
5 Consumer Staples 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$476K 0.28%
3,413
-69
102
$468K 0.28%
16,423
+1,171
103
$466K 0.28%
7,439
-141
104
$458K 0.27%
10,390
-352
105
$454K 0.27%
6,358
-72
106
$447K 0.27%
5,803
+443
107
$442K 0.26%
20,713
108
$435K 0.26%
3,957
-360
109
$431K 0.26%
+31,863
110
$425K 0.25%
5,109
111
$422K 0.25%
5,232
+3
112
$416K 0.25%
4,241
+131
113
$412K 0.25%
13,100
-800
114
$403K 0.24%
17,005
-2,825
115
$402K 0.24%
2,780
-722
116
$395K 0.24%
8,102
+34
117
$383K 0.23%
5,968
+75
118
$375K 0.22%
7,126
-98
119
$366K 0.22%
2,583
+394
120
$366K 0.22%
3,679
+514
121
$363K 0.22%
1,754
+202
122
$358K 0.21%
4,720
+370
123
$352K 0.21%
+3,513
124
$350K 0.21%
10,210
125
$335K 0.2%
32,474
-6,479
2 3 4
5
6