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
$519M
AUM Growth
+$55.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$3.52M
2
+$2.91M
3
+$1.67M
4
AMD icon
Advanced Micro Devices
AMD
+$1.23M
5
AVY icon
Avery Dennison
AVY
+$875K

Top Sells

1
+$510K
2
+$491K
3
+$472K
4
ELV icon
Elevance Health
ELV
+$448K
5
WKC icon
World Kinect Corp
WKC
+$404K

Sector Composition

1 Technology 13.91%
2 Financials 12.14%
3 Healthcare 11.12%
4 Industrials 7.22%
5 Consumer Discretionary 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.24M 0.24%
3,696
-18
102
$1.23M 0.24%
+18,933
103
$1.22M 0.23%
11,031
+294
104
$1.21M 0.23%
42,528
+4,847
105
$1.18M 0.23%
4,799
-100
106
$1.16M 0.22%
13,921
-265
107
$1.16M 0.22%
24,257
+623
108
$1.15M 0.22%
24,615
+990
109
$1.13M 0.22%
5,356
+303
110
$1.07M 0.21%
7,833
-200
111
$1.04M 0.2%
28,093
+1,402
112
$972K 0.19%
4,694
-236
113
$969K 0.19%
15,794
-2,283
114
$925K 0.18%
4,197
-27
115
$875K 0.17%
+4,837
116
$855K 0.16%
21,939
+1,250
117
$846K 0.16%
8,442
-135
118
$842K 0.16%
4,863
+603
119
$795K 0.15%
6,385
-267
120
$783K 0.15%
5,769
+553
121
$745K 0.14%
6,828
-487
122
$721K 0.14%
1,627
+226
123
$709K 0.14%
4,293
+355
124
$705K 0.14%
12,477
-3,355
125
$702K 0.14%
11,042
-325
3 4
5
6 7