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
$215M
AUM Growth
+$8.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$772K
2
+$626K
3
+$499K
4
CWB icon
SPDR Bloomberg Convertible Securities ETF
CWB
+$340K
5
V icon
Visa
V
+$313K

Top Sells

1
+$1.37M
2
+$866K
3
+$623K
4
TRGP icon
Targa Resources
TRGP
+$217K
5
HPE icon
Hewlett Packard
HPE
+$181K

Sector Composition

1 Financials 16.68%
2 Healthcare 13.85%
3 Industrials 10.01%
4 Technology 9.72%
5 Communication Services 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$393K 0.18%
2,030
+80
127
$372K 0.17%
2,943
+101
128
$370K 0.17%
2,796
-29
129
$358K 0.17%
1,930
+85
130
$357K 0.17%
1,287
+35
131
$347K 0.16%
8,043
132
$332K 0.15%
1,526
-20
133
$315K 0.15%
1,593
+130
134
$309K 0.14%
9,789
-1,590
135
$304K 0.14%
14,111
-1,918
136
$303K 0.14%
6,268
+597
137
$297K 0.14%
2,673
-99
138
$281K 0.13%
2,769
+507
139
$272K 0.13%
3,305
+279
140
$253K 0.12%
6,504
+494
141
$251K 0.12%
+4,252
142
$250K 0.12%
1,890
-39
143
$249K 0.12%
+3,088
144
$245K 0.11%
2,736
145
$239K 0.11%
3,538
+470
146
$234K 0.11%
1,593
-135
147
$226K 0.11%
1,189
148
$225K 0.1%
+3,395
149
$224K 0.1%
8,376
-980
150
$220K 0.1%
3,690
-50
3 4 5
6
7