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
$256M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$636K
2
+$480K
3
+$413K
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$407K
5
CWB icon
SPDR Bloomberg Convertible Securities ETF
CWB
+$397K

Top Sells

1
+$329K
2
+$202K
3
+$201K
4
MO icon
Altria Group
MO
+$200K
5
ORCL icon
Oracle
ORCL
+$184K

Sector Composition

1 Financials 17.03%
2 Healthcare 12.12%
3 Technology 10.96%
4 Industrials 8.71%
5 Communication Services 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$574K 0.22%
1,576
-400
102
$546K 0.21%
10,609
+59
103
$533K 0.21%
6,662
+4
104
$523K 0.2%
1,912
+1
105
$522K 0.2%
3,915
-40
106
$511K 0.2%
5,898
-94
107
$506K 0.2%
12,584
-2,398
108
$504K 0.2%
1,871
+2
109
$502K 0.2%
6,437
+3,110
110
$497K 0.19%
30,078
+5,828
111
$484K 0.19%
23,339
-550
112
$472K 0.18%
12,880
-835
113
$466K 0.18%
17,750
+777
114
$460K 0.18%
9,031
+695
115
$446K 0.17%
2,867
-508
116
$438K 0.17%
7,935
-72
117
$422K 0.16%
2,461
-64
118
$415K 0.16%
25,838
-1,108
119
$407K 0.16%
+2,188
120
$400K 0.16%
14,039
-5,706
121
$400K 0.16%
8,350
+403
122
$391K 0.15%
3,510
+184
123
$391K 0.15%
95,200
-8,000
124
$390K 0.15%
4,421
+267
125
$386K 0.15%
1,582
+199
3 4
5
6 7