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
$181M
AUM Growth
+$6.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$663K
2
+$463K
3
+$449K
4
META icon
Meta Platforms (Facebook)
META
+$431K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$328K

Top Sells

1
+$1.8M
2
+$395K
3
+$327K
4
M icon
Macy's
M
+$300K
5
DGX icon
Quest Diagnostics
DGX
+$280K

Sector Composition

1 Healthcare 14.51%
2 Financials 14.4%
3 Industrials 11.89%
4 Technology 9.59%
5 Energy 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$536K 0.3%
16,673
-1,564
102
$535K 0.3%
2,475
+716
103
$521K 0.29%
17,191
-529
104
$513K 0.28%
16,172
-836
105
$489K 0.27%
4,807
-400
106
$485K 0.27%
3,295
+59
107
$475K 0.26%
10,214
+5,786
108
$474K 0.26%
5,922
+452
109
$470K 0.26%
5,294
-555
110
$466K 0.26%
5,456
-600
111
$457K 0.25%
4,712
-397
112
$454K 0.25%
9,874
+8
113
$449K 0.25%
7,102
-88
114
$445K 0.25%
11,795
-2,990
115
$431K 0.24%
+3,363
116
$388K 0.21%
2,214
117
$375K 0.21%
14,586
-50
118
$373K 0.21%
20,713
119
$372K 0.21%
2,449
-235
120
$369K 0.2%
2,553
121
$366K 0.2%
3,498
-15
122
$365K 0.2%
2,852
-959
123
$357K 0.2%
3,675
-258
124
$343K 0.19%
9,165
-1,070
125
$337K 0.19%
7,666
+252
3 4
5
6 7