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
$237M
AUM Growth
-$3.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$1.19M
2
+$618K
3
+$455K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$305K
5
ECOL
US Ecology, Inc.
ECOL
+$261K

Top Sells

1
+$294K
2
+$275K
3
+$256K
4
MDLZ icon
Mondelez International
MDLZ
+$248K
5
LLY icon
Eli Lilly
LLY
+$220K

Sector Composition

1 Financials 18.27%
2 Healthcare 12.1%
3 Technology 10.11%
4 Industrials 8.88%
5 Communication Services 5.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$706K 0.3%
29,202
+6,983
102
$670K 0.28%
11,471
+1,453
103
$664K 0.28%
7,633
+79
104
$618K 0.26%
+5,758
105
$616K 0.26%
1,879
-10
106
$605K 0.26%
17,968
-673
107
$593K 0.25%
3,229
-202
108
$590K 0.25%
7,162
109
$554K 0.23%
8,886
-50
110
$541K 0.23%
4,914
-730
111
$528K 0.22%
10,144
-1,142
112
$523K 0.22%
3,109
-184
113
$498K 0.21%
7,175
-305
114
$481K 0.2%
4,822
-124
115
$481K 0.2%
3,168
+378
116
$477K 0.2%
1,411
+130
117
$475K 0.2%
1,978
+182
118
$464K 0.2%
2,863
+610
119
$455K 0.19%
+1,878
120
$452K 0.19%
10,412
-2,693
121
$440K 0.19%
3,166
122
$423K 0.18%
8,145
-3,076
123
$415K 0.18%
2,992
-161
124
$406K 0.17%
70,200
+26,680
125
$403K 0.17%
22,982
-393
3 4
5
6 7