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
$225M
AUM Growth
-$46.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
616
New
Increased
Reduced
Closed

Top Buys

1
+$1.85M
2
+$495K
3
+$408K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$357K
5
AMGN icon
Amgen
AMGN
+$291K

Top Sells

1
+$1.94M
2
+$1.2M
3
+$600K
4
VTRS icon
Viatris
VTRS
+$384K
5
DVN icon
Devon Energy
DVN
+$358K

Sector Composition

1 Financials 16.4%
2 Healthcare 13.33%
3 Technology 10.02%
4 Industrials 8.06%
5 Consumer Discretionary 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$487K 0.22%
3,017
+604
102
$482K 0.21%
43,428
+1,225
103
$481K 0.21%
14,618
-5,147
104
$479K 0.21%
21,242
-15,874
105
$474K 0.21%
3,539
+315
106
$469K 0.21%
4,120
-88
107
$453K 0.2%
6,116
+240
108
$429K 0.19%
25,620
-5,495
109
$425K 0.19%
24,250
+1,750
110
$424K 0.19%
1,846
111
$415K 0.18%
6,278
-46
112
$412K 0.18%
17,493
+3,059
113
$409K 0.18%
28,840
+536
114
$392K 0.17%
2,459
-721
115
$371K 0.16%
7,835
-392
116
$368K 0.16%
7,835
-864
117
$367K 0.16%
1,751
-4
118
$367K 0.16%
1,139
-343
119
$363K 0.16%
1,458
+3
120
$362K 0.16%
7,860
121
$358K 0.16%
3,365
+764
122
$353K 0.16%
2,644
+30
123
$352K 0.16%
2,942
124
$345K 0.15%
12,978
-12,131
125
$342K 0.15%
102,520
+7,080
3 4
5
6 7