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
$626M
AUM Growth
-$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$3.05M
2
+$1.41M
3
+$1.06M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$965K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$724K

Top Sells

1
+$796K
2
+$301K
3
+$256K
4
IBM icon
IBM
IBM
+$248K
5
RPM icon
RPM International
RPM
+$238K

Sector Composition

1 Technology 14.62%
2 Financials 11.66%
3 Healthcare 9.39%
4 Industrials 6.29%
5 Consumer Discretionary 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.29M 0.21%
4,509
+110
102
$1.27M 0.2%
15,045
-1,227
103
$1.26M 0.2%
8,912
+370
104
$1.26M 0.2%
7,933
+984
105
$1.23M 0.2%
24,865
-10
106
$1.22M 0.19%
25,220
+632
107
$1.21M 0.19%
15,662
-208
108
$1.21M 0.19%
5,309
-2
109
$1.17M 0.19%
22,491
+1,137
110
$1.14M 0.18%
18,753
+3,703
111
$1.13M 0.18%
14,795
-85
112
$1.11M 0.18%
2,513
+120
113
$1.1M 0.18%
4,465
-145
114
$1.09M 0.17%
4,902
+200
115
$1.08M 0.17%
5,076
-42
116
$1.08M 0.17%
5,138
+14
117
$1.04M 0.17%
2,506
+25
118
$1.03M 0.16%
33,824
+5,162
119
$1.01M 0.16%
6,341
+165
120
$989K 0.16%
12,047
+1,557
121
$936K 0.15%
5,381
+585
122
$912K 0.15%
17,879
+1,702
123
$870K 0.14%
16,190
+3,620
124
$855K 0.14%
16,064
+508
125
$851K 0.14%
10,307
-306
3 4
5
6 7