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
$174M
AUM Growth
+$6.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$901K
2
+$857K
3
+$572K
4
AAL icon
American Airlines Group
AAL
+$549K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$411K

Top Sells

1
+$1.12M
2
+$788K
3
+$242K
4
MTW icon
Manitowoc
MTW
+$240K
5
AXP icon
American Express
AXP
+$214K

Sector Composition

1 Healthcare 15.69%
2 Financials 13.68%
3 Industrials 11.51%
4 Technology 10.43%
5 Energy 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$337K 0.19%
7,414
+252
127
$327K 0.19%
13,422
-354
128
$323K 0.19%
2,717
129
$321K 0.18%
6,832
130
$319K 0.18%
4,056
+4
131
$300K 0.17%
8,940
-1,450
132
$294K 0.17%
5,758
-210
133
$278K 0.16%
2,043
-95
134
$271K 0.16%
6,085
135
$257K 0.15%
1,693
-167
136
$257K 0.15%
1,035
-124
137
$251K 0.14%
2,243
-989
138
$248K 0.14%
+1,909
139
$239K 0.14%
1,690
140
$232K 0.13%
5,121
141
$226K 0.13%
4,326
+9
142
$218K 0.13%
6,678
-512
143
$218K 0.13%
+1,899
144
$206K 0.12%
+2,715
145
$205K 0.12%
+4,428
146
$204K 0.12%
+1,095
147
$202K 0.12%
+1,778
148
$188K 0.11%
10,422
149
$145K 0.08%
11,563
-1,930
150
$111K 0.06%
10,830
3 4 5
6
7