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
$584M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$1.27M
3
+$1.15M
4
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$1.08M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$942K

Top Sells

1
+$252K
2
+$234K
3
+$213K
4
GPC icon
Genuine Parts
GPC
+$208K
5
HPQ icon
HP
HPQ
+$202K

Sector Composition

1 Technology 13.14%
2 Financials 12.19%
3 Healthcare 8.68%
4 Consumer Discretionary 6.19%
5 Industrials 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.19M 0.2%
5,185
-3
102
$1.18M 0.2%
21,750
+670
103
$1.13M 0.19%
8,105
-103
104
$1.09M 0.19%
5,471
+94
105
$1.09M 0.19%
4,569
-115
106
$1.07M 0.18%
24,158
+1,589
107
$1.06M 0.18%
15,114
+357
108
$1.06M 0.18%
5,137
+40
109
$1.05M 0.18%
4,348
+23
110
$986K 0.17%
2,944
-84
111
$958K 0.16%
4,621
112
$956K 0.16%
14,490
-20
113
$948K 0.16%
6,345
+1,004
114
$945K 0.16%
2,355
-4
115
$902K 0.15%
4,699
-34
116
$888K 0.15%
15,986
-270
117
$885K 0.15%
5,929
-53
118
$861K 0.15%
20,030
+2,223
119
$838K 0.14%
16,194
+574
120
$834K 0.14%
4,257
+34
121
$812K 0.14%
39,807
-12,335
122
$791K 0.14%
3,618
-22
123
$773K 0.13%
14,839
-33
124
$765K 0.13%
5,351
+10
125
$749K 0.13%
14,863
-98
3 4
5
6 7