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
$174M
AUM Growth
+$6.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$901K
2
+$857K
3
+$572K
4
AAL icon
American Airlines Group
AAL
+$549K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$411K

Top Sells

1
+$1.12M
2
+$788K
3
+$242K
4
MTW icon
Manitowoc
MTW
+$240K
5
AXP icon
American Express
AXP
+$214K

Sector Composition

1 Healthcare 15.69%
2 Financials 13.68%
3 Industrials 11.51%
4 Technology 10.43%
5 Energy 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$496K 0.28%
9,866
+757
102
$491K 0.28%
6,056
+253
103
$488K 0.28%
17,008
+585
104
$485K 0.28%
14,785
-3,371
105
$474K 0.27%
3,236
-177
106
$469K 0.27%
5,470
+238
107
$462K 0.27%
8,302
+200
108
$458K 0.26%
5,207
+100
109
$443K 0.25%
5,849
-415
110
$435K 0.25%
5,109
111
$431K 0.25%
7,179
+53
112
$429K 0.25%
3,811
-146
113
$422K 0.24%
39,772
+7,298
114
$418K 0.24%
13,500
+400
115
$400K 0.23%
3,933
-308
116
$396K 0.23%
1,884
+130
117
$389K 0.22%
2,684
-96
118
$370K 0.21%
2,553
-30
119
$369K 0.21%
1,759
+394
120
$366K 0.21%
2,214
-19
121
$360K 0.21%
4,552
-168
122
$359K 0.21%
14,636
-2,369
123
$355K 0.2%
20,713
124
$352K 0.2%
10,235
+25
125
$346K 0.2%
3,513
3 4
5
6 7