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
$167M
AUM Growth
+$9.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$1.55M
2
+$1.28M
3
+$1.1M
4
WBT
Welbilt, Inc.
WBT
+$850K
5
BDN
Brandywine Realty Trust
BDN
+$542K

Top Sells

1
+$1.86M
2
+$890K
3
+$248K
4
MCK icon
McKesson
MCK
+$216K
5
GSK icon
GSK
GSK
+$210K

Sector Composition

1 Healthcare 15.58%
2 Financials 13.1%
3 Industrials 11.48%
4 Technology 11.17%
5 Consumer Staples 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$331K 0.2%
2,233
+4
127
$325K 0.19%
3,232
128
$317K 0.19%
2,717
+100
129
$314K 0.19%
13,776
-1,329
130
$305K 0.18%
6,832
131
$303K 0.18%
1,860
132
$292K 0.17%
4,052
+611
133
$287K 0.17%
7,162
+2
134
$281K 0.17%
1,365
-241
135
$262K 0.16%
2,138
+46
136
$257K 0.15%
1,159
+23
137
$240K 0.14%
13,880
-51,479
138
$235K 0.14%
+4,317
139
$234K 0.14%
6,085
-177
140
$220K 0.13%
+7,190
141
$218K 0.13%
+1,690
142
$214K 0.13%
3,478
-532
143
$206K 0.12%
+5,121
144
$181K 0.11%
10,422
145
$166K 0.1%
13,493
-8,848
146
$108K 0.06%
10,830
147
– –
-14,026
148
– –
-4,171
149
– –
-1,095
150
– –
-2,840
2 3 4 5
6