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
$271M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
627
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$493K
3
+$395K
4
MRO
Marathon Oil Corporation
MRO
+$313K
5
MA icon
Mastercard
MA
+$306K

Top Sells

1
+$314K
2
+$244K
3
+$230K
4
AMGN icon
Amgen
AMGN
+$216K
5
COR icon
Cencora
COR
+$204K

Sector Composition

1 Financials 17.04%
2 Healthcare 12.72%
3 Technology 10.58%
4 Industrials 8.61%
5 Consumer Discretionary 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$671K 0.25%
95,440
+10,480
102
$664K 0.24%
16,060
-150
103
$663K 0.24%
4,408
-187
104
$653K 0.24%
19,765
-1,900
105
$647K 0.24%
12,486
+595
106
$597K 0.22%
6,948
-141
107
$581K 0.21%
2,413
+85
108
$577K 0.21%
3,866
+584
109
$570K 0.21%
9,352
-1,829
110
$560K 0.21%
3,180
+50
111
$558K 0.21%
6,324
-156
112
$552K 0.2%
5,482
+452
113
$551K 0.2%
1,482
-210
114
$543K 0.2%
3,224
+56
115
$510K 0.19%
22,500
116
$504K 0.19%
2,646
-138
117
$498K 0.18%
5,876
+1,340
118
$496K 0.18%
7,733
+1,216
119
$493K 0.18%
1,846
-52
120
$478K 0.18%
4,208
-351
121
$475K 0.18%
1,372
+25
122
$475K 0.18%
28,304
+434
123
$467K 0.17%
5,355
+563
124
$460K 0.17%
6,797
-359
125
$413K 0.15%
7,860
3 4
5
6 7