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
$215M
AUM Growth
+$8.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$772K
2
+$626K
3
+$499K
4
CWB icon
SPDR Bloomberg Convertible Securities ETF
CWB
+$340K
5
V icon
Visa
V
+$313K

Top Sells

1
+$1.37M
2
+$866K
3
+$623K
4
TRGP icon
Targa Resources
TRGP
+$217K
5
HPE icon
Hewlett Packard
HPE
+$181K

Sector Composition

1 Financials 16.68%
2 Healthcare 13.85%
3 Industrials 10.01%
4 Technology 9.72%
5 Communication Services 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$641K 0.3%
8,190
+279
102
$634K 0.3%
18,108
-356
103
$616K 0.29%
4,981
+1
104
$579K 0.27%
3,416
+1,029
105
$572K 0.27%
3,287
+2
106
$569K 0.26%
9,308
-122
107
$560K 0.26%
7,809
+35
108
$534K 0.25%
11,903
-438
109
$531K 0.25%
16,672
+58
110
$526K 0.24%
47,037
-13,609
111
$480K 0.22%
11,070
+117
112
$477K 0.22%
8,186
-1,855
113
$470K 0.22%
36,507
-14,091
114
$465K 0.22%
5,558
-194
115
$462K 0.22%
2,863
+390
116
$449K 0.21%
14,341
+1,022
117
$433K 0.2%
4,027
+220
118
$428K 0.2%
3,298
-80
119
$426K 0.2%
12,631
+705
120
$425K 0.2%
2,617
-135
121
$421K 0.2%
3,585
+3
122
$416K 0.19%
22,500
123
$414K 0.19%
2,938
-30
124
$411K 0.19%
8,576
-500
125
$399K 0.19%
4,659
+415
3 4
5
6 7