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
$181M
AUM Growth
+$6.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$663K
2
+$463K
3
+$449K
4
META icon
Meta Platforms (Facebook)
META
+$431K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$328K

Top Sells

1
+$1.8M
2
+$395K
3
+$327K
4
M icon
Macy's
M
+$300K
5
DGX icon
Quest Diagnostics
DGX
+$280K

Sector Composition

1 Healthcare 14.51%
2 Financials 14.4%
3 Industrials 11.89%
4 Technology 9.59%
5 Energy 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$326K 0.18%
6,078
-1,101
127
$319K 0.18%
2,782
+65
128
$315K 0.17%
6,832
129
$304K 0.17%
3,790
-266
130
$291K 0.16%
5,483
-275
131
$290K 0.16%
2,133
+90
132
$272K 0.15%
1,558
-135
133
$265K 0.15%
2,243
134
$257K 0.14%
3,032
-3,305
135
$254K 0.14%
5,624
+503
136
$246K 0.14%
1,760
+70
137
$241K 0.13%
1,005
-30
138
$240K 0.13%
7,238
+560
139
$237K 0.13%
1,910
+11
140
$232K 0.13%
+26,970
141
$219K 0.12%
1,663
-246
142
$214K 0.12%
3,935
-391
143
$206K 0.11%
10,422
144
$202K 0.11%
1,781
+3
145
$170K 0.09%
+13,700
146
$134K 0.07%
+10,025
147
$122K 0.07%
10,830
148
– –
0
149
– –
-11,563
150
– –
-8,940
3 4 5
6
7