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
$329M
AUM Growth
+$78.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$2.99M
2
+$1.33M
3
+$1.3M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.28M
5
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$1.19M

Top Sells

1
+$658K
2
+$520K
3
+$157K
4
WBT
Welbilt, Inc.
WBT
+$73.7K
5
IBM icon
IBM
IBM
+$68.3K

Sector Composition

1 Technology 13.37%
2 Financials 13.05%
3 Healthcare 10.26%
4 Consumer Discretionary 6.88%
5 Industrials 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$756K 0.23%
12,596
-560
102
$715K 0.22%
5,960
-109
103
$688K 0.21%
28,824
+2,229
104
$687K 0.21%
3,847
-125
105
$672K 0.2%
+12,529
106
$668K 0.2%
6,390
107
$660K 0.2%
2,369
+2
108
$638K 0.19%
5,046
-3
109
$630K 0.19%
15,913
+3,963
110
$624K 0.19%
22,194
-103
111
$622K 0.19%
3,956
-53
112
$599K 0.18%
4,238
+136
113
$597K 0.18%
5,633
-244
114
$575K 0.17%
12,848
-808
115
$569K 0.17%
18,354
+1,389
116
$568K 0.17%
12,189
+5,353
117
$532K 0.16%
14,064
-727
118
$530K 0.16%
2,891
+90
119
$501K 0.15%
+4,665
120
$498K 0.15%
3,818
+436
121
$496K 0.15%
17,638
-248
122
$486K 0.15%
4,675
-55
123
$475K 0.14%
1,301
+410
124
$461K 0.14%
3,607
125
$454K 0.14%
+2,460
3 4
5
6 7