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
$645M
AUM Growth
+$61.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$5.87M
2
+$2.56M
3
+$1.47M
4
AAPL icon
Apple
AAPL
+$1.23M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$919K

Top Sells

1
+$8.13M
2
+$508K
3
+$291K
4
MDT icon
Medtronic
MDT
+$258K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$211K

Sector Composition

1 Technology 14.97%
2 Financials 11.32%
3 Healthcare 8.81%
4 Consumer Discretionary 6.65%
5 Industrials 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.35M 0.21%
15,870
-246
102
$1.31M 0.2%
4,399
-170
103
$1.31M 0.2%
5,311
-160
104
$1.28M 0.2%
24,875
+155
105
$1.27M 0.2%
24,588
+430
106
$1.26M 0.2%
5,124
-13
107
$1.26M 0.2%
21,354
+1,324
108
$1.24M 0.19%
4,610
+262
109
$1.18M 0.18%
5,118
-67
110
$1.16M 0.18%
6,949
+604
111
$1.14M 0.18%
15,050
+560
112
$1.14M 0.18%
2,481
+126
113
$1.14M 0.18%
16,177
+191
114
$1.13M 0.18%
4,495
+238
115
$1.13M 0.18%
28,662
+8,487
116
$1.07M 0.17%
6,176
+247
117
$1.04M 0.16%
4,796
+175
118
$972K 0.15%
4,702
+3
119
$969K 0.15%
2,825
-119
120
$939K 0.15%
15,556
+442
121
$904K 0.14%
12,570
+540
122
$891K 0.14%
14,397
-466
123
$884K 0.14%
5,125
-226
124
$877K 0.14%
16,177
-17
125
$851K 0.13%
2,393
+538
3 4
5
6 7