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
$265M
AUM Growth
+$8.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$610K
2
+$538K
3
+$463K
4
AMZN icon
Amazon
AMZN
+$404K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$341K

Top Sells

1
+$523K
2
+$506K
3
+$266K
4
GLW icon
Corning
GLW
+$223K
5
IBM icon
IBM
IBM
+$184K

Sector Composition

1 Financials 16.9%
2 Healthcare 11.63%
3 Technology 11.14%
4 Industrials 8.28%
5 Communication Services 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$553K 0.21%
6,816
+2
102
$538K 0.2%
+6,313
103
$528K 0.2%
3,487
+620
104
$527K 0.2%
3,618
+50
105
$525K 0.2%
15,388
+89
106
$525K 0.2%
12,780
-100
107
$522K 0.2%
6,482
+45
108
$500K 0.19%
4,422
+912
109
$489K 0.18%
6,091
-571
110
$487K 0.18%
3,501
-1,326
111
$482K 0.18%
8,860
-171
112
$474K 0.18%
23,675
+336
113
$458K 0.17%
30,793
+715
114
$449K 0.17%
17,856
+106
115
$438K 0.17%
4,574
+153
116
$437K 0.17%
100,360
+5,160
117
$433K 0.16%
8,406
+56
118
$415K 0.16%
26,068
+230
119
$411K 0.16%
2,258
+70
120
$410K 0.15%
3,393
+331
121
$406K 0.15%
8,048
+63
122
$401K 0.15%
3,749
+63
123
$400K 0.15%
2,461
124
$392K 0.15%
1,818
+800
125
$391K 0.15%
21,417
+4,455
3 4
5
6 7