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
$206M
AUM Growth
+$8.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$866K
3
+$386K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$353K
5
VZ icon
Verizon
VZ
+$339K

Top Sells

1
+$2.07M
2
+$625K
3
+$342K
4
TGT icon
Target
TGT
+$328K
5
UN
Unilever NV New York Registry Shares
UN
+$252K

Sector Composition

1 Financials 16.15%
2 Healthcare 13.79%
3 Technology 10.28%
4 Industrials 9.77%
5 Energy 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$578K 0.28%
8,097
-138
102
$572K 0.28%
16,827
+626
103
$572K 0.28%
9,430
-1,308
104
$570K 0.28%
14,459
-1,110
105
$555K 0.27%
5,557
+1,863
106
$542K 0.26%
4,980
-149
107
$539K 0.26%
16,614
-329
108
$526K 0.26%
3,285
109
$524K 0.25%
12,341
-4,570
110
$524K 0.25%
7,774
-500
111
$472K 0.23%
5,752
-323
112
$466K 0.23%
9,076
+160
113
$466K 0.23%
4,162
-550
114
$461K 0.22%
10,953
-125
115
$450K 0.22%
13,319
-1,538
116
$430K 0.21%
11,926
-151
117
$423K 0.21%
22,500
+2,087
118
$420K 0.2%
3,378
-60
119
$416K 0.2%
2,752
-75
120
$410K 0.2%
16,029
-1,518
121
$408K 0.2%
2,968
+195
122
$404K 0.2%
3,582
+4
123
$398K 0.19%
2,387
-291
124
$385K 0.19%
4,244
+1,175
125
$377K 0.18%
2,473
+150
3 4
5
6 7