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
$296M
AUM Growth
+$31.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$2.71M
2
+$653K
3
+$569K
4
MSFT icon
Microsoft
MSFT
+$512K
5
BMY icon
Bristol-Myers Squibb
BMY
+$423K

Top Sells

1
+$2.73M
2
+$436K
3
+$353K
4
DVN icon
Devon Energy
DVN
+$329K
5
DXC icon
DXC Technology
DXC
+$251K

Sector Composition

1 Financials 16.86%
2 Technology 11.96%
3 Healthcare 11.55%
4 Industrials 8.5%
5 Communication Services 6.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$590K 0.2%
3,562
+75
102
$586K 0.2%
6,390
-92
103
$583K 0.2%
6,834
+18
104
$575K 0.19%
97,680
-2,680
105
$571K 0.19%
9,535
+1,129
106
$570K 0.19%
36,508
-6,190
107
$559K 0.19%
4,066
+150
108
$539K 0.18%
9,577
-1,897
109
$537K 0.18%
2,193
+375
110
$521K 0.18%
1,772
+249
111
$512K 0.17%
23,405
-270
112
$507K 0.17%
9,158
+298
113
$505K 0.17%
12,780
114
$496K 0.17%
18,126
+270
115
$492K 0.17%
4,379
-43
116
$489K 0.17%
29,106
+3,038
117
$476K 0.16%
24,651
+3,234
118
$461K 0.16%
5,312
-779
119
$459K 0.16%
17,196
+3,554
120
$455K 0.15%
3,084
+698
121
$452K 0.15%
3,607
+214
122
$448K 0.15%
30,793
123
$447K 0.15%
8,304
+256
124
$439K 0.15%
2,453
-8
125
$423K 0.14%
+6,585
3 4
5
6 7