RWA

River Wealth Advisors Portfolio holdings

AUM $855M
1-Year Est. Return 16.09%
This Quarter Est. Return
1 Year Est. Return
+16.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$720M
AUM Growth
-$34.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$2.83M
2
+$2.49M
3
+$1.18M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.02M
5
ACN icon
Accenture
ACN
+$959K

Top Sells

1
+$3.58M
2
+$3.5M
3
+$1.84M
4
LMT icon
Lockheed Martin
LMT
+$1.47M
5
AEP icon
American Electric Power
AEP
+$1.36M

Sector Composition

1 Technology 19.45%
2 Financials 12.12%
3 Healthcare 8.37%
4 Consumer Discretionary 7.12%
5 Industrials 7.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.09M 0.15%
3,576
-98
102
$1.08M 0.15%
11,514
-1,377
103
$1.07M 0.15%
5,182
-77
104
$1.07M 0.15%
11,417
-1,555
105
$1.07M 0.15%
17,301
-1,142
106
$1.05M 0.15%
166,946
107
$987K 0.14%
16,570
-2,523
108
$967K 0.13%
8,654
-2,007
109
$936K 0.13%
1,391
-72
110
$927K 0.13%
44,845
+3,050
111
$919K 0.13%
7,047
-706
112
$914K 0.13%
43,739
+6,655
113
$882K 0.12%
3,978
-14
114
$860K 0.12%
9,792
+4,700
115
$831K 0.12%
2,525
-9
116
$819K 0.11%
11,403
+98
117
$812K 0.11%
10,140
-198
118
$798K 0.11%
3,370
-46
119
$790K 0.11%
2,875
-75
120
$785K 0.11%
3,166
-155
121
$770K 0.11%
5,734
-54
122
$761K 0.11%
+18,490
123
$744K 0.1%
2,007
+19
124
$743K 0.1%
6,592
-735
125
$721K 0.1%
4,216
+102
3 4
5
6 7