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
$198M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.95M
3
+$896K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$734K
5
AAL icon
American Airlines Group
AAL
+$611K

Top Sells

1
+$864K
2
+$672K
3
+$416K
4
CVS icon
CVS Health
CVS
+$328K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$232K

Sector Composition

1 Financials 16.44%
2 Healthcare 13.12%
3 Industrials 11.14%
4 Technology 9.14%
5 Energy 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$566K 0.29%
8,916
+264
102
$557K 0.28%
8,235
+1,133
103
$557K 0.28%
10,041
-217
104
$545K 0.28%
15,569
+6,404
105
$543K 0.27%
8,274
-1,785
106
$529K 0.27%
5,129
-327
107
$522K 0.26%
16,943
+270
108
$512K 0.26%
16,201
+526
109
$509K 0.26%
4,712
110
$491K 0.25%
3,285
-10
111
$483K 0.24%
17,547
+356
112
$472K 0.24%
6,075
+153
113
$462K 0.23%
4,979
-315
114
$456K 0.23%
11,078
+864
115
$449K 0.23%
14,857
-1,315
116
$448K 0.23%
+5,416
117
$439K 0.22%
20,413
-300
118
$438K 0.22%
12,077
+282
119
$436K 0.22%
2,678
+125
120
$398K 0.2%
3,438
-60
121
$386K 0.2%
2,827
-25
122
$374K 0.19%
2,773
+863
123
$363K 0.18%
2,289
-160
124
$362K 0.18%
13,655
-15,678
125
$358K 0.18%
2,214
3 4
5
6 7