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
$206M
AUM Growth
+$8.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$866K
3
+$386K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$353K
5
VZ icon
Verizon
VZ
+$339K

Top Sells

1
+$2.07M
2
+$625K
3
+$342K
4
TGT icon
Target
TGT
+$328K
5
UN
Unilever NV New York Registry Shares
UN
+$252K

Sector Composition

1 Financials 16.15%
2 Healthcare 13.79%
3 Technology 10.28%
4 Industrials 9.77%
5 Energy 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$353K 0.17%
3,807
-1,172
127
$348K 0.17%
2,825
+407
128
$346K 0.17%
8,043
129
$343K 0.17%
2,842
+160
130
$335K 0.16%
1,252
+272
131
$316K 0.15%
1,950
+76
132
$303K 0.15%
1,845
+170
133
$302K 0.15%
1,546
134
$293K 0.14%
11,379
-2,276
135
$288K 0.14%
1,728
-561
136
$280K 0.14%
5,671
+47
137
$272K 0.13%
2,772
-86
138
$269K 0.13%
+6,060
139
$259K 0.13%
+1,463
140
$255K 0.12%
3,026
-593
141
$251K 0.12%
9,356
-1,375
142
$241K 0.12%
+2,736
143
$234K 0.11%
1,929
+1
144
$229K 0.11%
+2,262
145
$226K 0.11%
6,010
-1,090
146
$224K 0.11%
3,740
+3
147
$217K 0.11%
+3,624
148
$213K 0.1%
1,189
-1,025
149
$210K 0.1%
916
150
$207K 0.1%
+3,182
3 4 5
6
7