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
$237M
AUM Growth
-$3.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$1.19M
2
+$618K
3
+$455K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$305K
5
ECOL
US Ecology, Inc.
ECOL
+$261K

Top Sells

1
+$294K
2
+$275K
3
+$256K
4
MDLZ icon
Mondelez International
MDLZ
+$248K
5
LLY icon
Eli Lilly
LLY
+$220K

Sector Composition

1 Financials 18.27%
2 Healthcare 12.1%
3 Technology 10.11%
4 Industrials 8.88%
5 Communication Services 5.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$403K 0.17%
22,500
127
$401K 0.17%
6,093
+2,716
128
$389K 0.16%
23,098
+4,294
129
$374K 0.16%
4,826
-162
130
$368K 0.16%
6,360
-1,281
131
$346K 0.15%
3,480
-288
132
$333K 0.14%
11,590
+1,898
133
$320K 0.13%
1,493
134
$320K 0.13%
3,878
-950
135
$318K 0.13%
28,726
-4,448
136
$318K 0.13%
3,570
+10
137
$306K 0.13%
4,532
+745
138
$302K 0.13%
4,844
-425
139
$294K 0.12%
6,636
+2,023
140
$285K 0.12%
26,766
+6,360
141
$282K 0.12%
3,043
+125
142
$280K 0.12%
4,216
143
$277K 0.12%
3,602
+106
144
$277K 0.12%
6,232
-307
145
$274K 0.12%
7,771
-2,155
146
$271K 0.11%
1,867
-24
147
$269K 0.11%
2,686
148
$264K 0.11%
1,248
149
$261K 0.11%
+4,900
150
$248K 0.1%
6,451
-475
3 4 5
6
7