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
$239M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
568
New
Increased
Reduced
Closed

Top Buys

1
+$367K
2
+$324K
3
+$319K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$317K
5
STZ icon
Constellation Brands
STZ
+$265K

Top Sells

1
+$325K
2
+$271K
3
+$195K
4
UN
Unilever NV New York Registry Shares
UN
+$190K
5
ORCL icon
Oracle
ORCL
+$184K

Sector Composition

1 Financials 16.63%
2 Healthcare 13.09%
3 Technology 10.78%
4 Industrials 8.69%
5 Communication Services 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$611K 0.26%
7,027
+2
102
$609K 0.26%
3,357
+340
103
$583K 0.24%
6,926
+810
104
$546K 0.23%
10,550
-264
105
$543K 0.23%
1,911
+160
106
$528K 0.22%
6,658
-144
107
$517K 0.22%
3,375
-164
108
$515K 0.22%
8,007
+2,238
109
$496K 0.21%
13,715
-903
110
$490K 0.21%
3,955
-165
111
$485K 0.2%
1,869
+23
112
$481K 0.2%
5,992
-286
113
$480K 0.2%
23,889
-1,731
114
$463K 0.19%
103,200
+680
115
$441K 0.18%
16,973
-520
116
$432K 0.18%
2,488
+29
117
$427K 0.18%
7,947
+112
118
$422K 0.18%
26,946
-1,894
119
$416K 0.17%
24,250
120
$399K 0.17%
2,525
-119
121
$393K 0.16%
4,167
-30
122
$391K 0.16%
8,336
+501
123
$386K 0.16%
7,985
+125
124
$378K 0.16%
2,758
-184
125
$374K 0.16%
4,154
+234
3 4
5
6 7