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
$157M
AUM Growth
-$4.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$221K
2
+$202K
3
+$145K
4
ORCL icon
Oracle
ORCL
+$113K
5
CVS icon
CVS Health
CVS
+$102K

Top Sells

1
+$201K
2
+$201K
3
+$184K
4
PPL icon
PPL Corp
PPL
+$152K
5
IRDM icon
Iridium Communications
IRDM
+$146K

Sector Composition

1 Healthcare 16.73%
2 Financials 14.29%
3 Industrials 11.61%
4 Technology 11.28%
5 Energy 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$250K 0.16%
11,864
-1,450
127
$249K 0.16%
2,387
-161
128
$249K 0.16%
2,575
+152
129
$248K 0.16%
1,190
-69
130
$233K 0.15%
4,492
-973
131
$219K 0.14%
5,700
-2,389
132
$216K 0.14%
1,159
-176
133
$202K 0.13%
+974
134
$187K 0.12%
14,075
+7
135
$179K 0.11%
11,070
-1,352
136
$151K 0.1%
12,330
-1,000
137
– –
-3,805
138
– –
-15,000
139
– –
-10,271
140
– –
-2,380
141
– –
-875
142
– –
-4,462
2 3 4 5
6