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
$158M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$1.74M
2
+$1.31M
3
+$825K
4
TEL icon
TE Connectivity
TEL
+$681K
5
HUN icon
Huntsman Corp
HUN
+$582K

Top Sells

1
+$1.58M
2
+$742K
3
+$662K
4
HPQ icon
HP
HPQ
+$637K
5
IBM icon
IBM
IBM
+$575K

Sector Composition

1 Healthcare 16.92%
2 Financials 14.69%
3 Technology 11.31%
4 Industrials 11.1%
5 Consumer Staples 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$309K 0.2%
15,105
-36,279
127
$296K 0.19%
6,832
128
$295K 0.19%
2,617
-3
129
$290K 0.18%
3,441
-217
130
$289K 0.18%
2,189
-216
131
$281K 0.18%
+3,165
132
$279K 0.18%
4,010
-3,488
133
$277K 0.18%
1,860
-22
134
$265K 0.17%
22,341
-53,681
135
$261K 0.17%
+2,092
136
$248K 0.16%
2,840
-200
137
$247K 0.16%
1,136
+1
138
$216K 0.14%
+1,095
139
$210K 0.13%
+4,171
140
$209K 0.13%
+6,262
141
$186K 0.12%
10,422
-648
142
$113K 0.07%
10,830
-1,500
143
– –
-15,542
144
– –
-6,467
145
– –
-10,001
146
– –
-1,190
147
– –
-4,661
148
– –
-3,790
2 3 4 5
6