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
$572M
AUM Growth
+$38.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$1.13M
3
+$929K
4
CMCSA icon
Comcast
CMCSA
+$636K
5
CWB icon
SPDR Bloomberg Convertible Securities ETF
CWB
+$440K

Top Sells

1
+$857K
2
+$479K
3
+$393K
4
PM icon
Philip Morris
PM
+$316K
5
XOM icon
Exxon Mobil
XOM
+$305K

Sector Composition

1 Technology 12.84%
2 Financials 11.99%
3 Healthcare 8.61%
4 Industrials 6.47%
5 Consumer Discretionary 6.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.14M 0.2%
5,097
-2
102
$1.13M 0.2%
52,142
-22,028
103
$1.12M 0.2%
21,080
+532
104
$1.11M 0.19%
8,208
+36
105
$1.07M 0.19%
5,377
-264
106
$1.07M 0.19%
3,028
-448
107
$1.06M 0.19%
14,433
+1,517
108
$1.04M 0.18%
14,757
+200
109
$1.03M 0.18%
4,733
-200
110
$1.01M 0.18%
3,619
+107
111
$1M 0.18%
22,569
+982
112
$999K 0.17%
4,325
-145
113
$978K 0.17%
14,510
+115
114
$972K 0.17%
4,621
+165
115
$958K 0.17%
16,256
+114
116
$941K 0.16%
2,359
+51
117
$929K 0.16%
4,223
+37
118
$907K 0.16%
5,341
-93
119
$883K 0.15%
5,982
-32
120
$854K 0.15%
2,861
-66
121
$820K 0.14%
3,640
+42
122
$801K 0.14%
14,872
+45
123
$785K 0.14%
12,060
+570
124
$759K 0.13%
15,620
+241
125
$748K 0.13%
5,341
+190
3 4
5
6 7