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
$198M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.95M
3
+$896K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$734K
5
AAL icon
American Airlines Group
AAL
+$611K

Top Sells

1
+$864K
2
+$672K
3
+$416K
4
CVS icon
CVS Health
CVS
+$328K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$232K

Sector Composition

1 Financials 16.44%
2 Healthcare 13.12%
3 Industrials 11.14%
4 Technology 9.14%
5 Energy 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$357K 0.18%
8,043
+377
127
$354K 0.18%
+3,694
128
$330K 0.17%
2,323
+190
129
$328K 0.17%
2,682
-100
130
$327K 0.17%
3,578
-97
131
$288K 0.15%
1,546
-12
132
$287K 0.15%
+1,874
133
$281K 0.14%
10,731
-3,855
134
$272K 0.14%
3,983
-1,500
135
$268K 0.14%
+3,069
136
$268K 0.14%
1,675
-85
137
$267K 0.14%
2,418
+175
138
$266K 0.13%
3,619
-171
139
$263K 0.13%
2,858
-174
140
$259K 0.13%
5,624
141
$252K 0.13%
6,132
-700
142
$245K 0.12%
7,100
-138
143
$245K 0.12%
980
-25
144
$242K 0.12%
3,880
-2,198
145
$228K 0.12%
+1,620
146
$219K 0.11%
+916
147
$208K 0.11%
3,737
-198
148
$204K 0.1%
1,928
+147
149
$181K 0.09%
21,400
+7,700
150
$123K 0.06%
10,099
+74
3 4 5
6
7