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
$146M
AUM Growth
-$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$508K
2
+$291K
3
+$283K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$243K
5
STI
SunTrust Banks, Inc.
STI
+$202K

Top Sells

1
+$505K
2
+$271K
3
+$219K
4
SNDK
SANDISK CORP
SNDK
+$207K
5
NUE icon
Nucor
NUE
+$96.9K

Sector Composition

1 Healthcare 16.03%
2 Financials 14.91%
3 Technology 11.82%
4 Industrials 10.45%
5 Consumer Staples 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$246K 0.17%
3,040
127
$243K 0.17%
+1,268
128
$235K 0.16%
1,135
-24
129
$228K 0.16%
3,790
-1,118
130
$207K 0.14%
1,190
131
$202K 0.14%
4,661
+169
132
$187K 0.13%
11,070
133
$179K 0.12%
10,001
-1,863
134
$172K 0.12%
13,983
-92
135
$123K 0.08%
12,330
136
– –
-5,700
137
– –
-2,343
2 3 4 5
6