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
$550M
AUM Growth
+$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$1.88M
3
+$1.32M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.11M
5
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$941K

Top Sells

1
+$1.13M
2
+$1.08M
3
+$515K
4
PPL icon
PPL Corp
PPL
+$503K
5
OTIS icon
Otis Worldwide
OTIS
+$457K

Sector Composition

1 Technology 16.1%
2 Financials 11.2%
3 Healthcare 10.15%
4 Industrials 7.09%
5 Consumer Discretionary 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.3M 0.24%
24,811
+554
102
$1.28M 0.23%
3,116
-201
103
$1.27M 0.23%
3,686
-10
104
$1.25M 0.23%
44,043
+1,515
105
$1.23M 0.22%
4,393
-344
106
$1.18M 0.21%
14,256
+3
107
$1.17M 0.21%
5,238
+28
108
$1.16M 0.21%
5,669
+313
109
$1.07M 0.2%
28,707
+614
110
$1.07M 0.2%
7,568
-265
111
$1.04M 0.19%
3,193
+1,190
112
$1.03M 0.19%
4,217
+20
113
$1M 0.18%
14,008
-5,081
114
$971K 0.18%
34,742
+10,560
115
$968K 0.18%
4,567
-232
116
$904K 0.16%
5,984
-401
117
$893K 0.16%
9,084
+642
118
$855K 0.16%
17,192
-7,423
119
$848K 0.15%
4,737
-100
120
$844K 0.15%
20,889
-1,050
121
$842K 0.15%
3,974
-415
122
$795K 0.14%
14,218
-1,576
123
$788K 0.14%
3,913
-781
124
$774K 0.14%
5,770
+1
125
$774K 0.14%
4,159
-134
3 4
5
6 7