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
$271M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
627
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$493K
3
+$395K
4
MRO
Marathon Oil Corporation
MRO
+$313K
5
MA icon
Mastercard
MA
+$306K

Top Sells

1
+$314K
2
+$244K
3
+$230K
4
AMGN icon
Amgen
AMGN
+$216K
5
COR icon
Cencora
COR
+$204K

Sector Composition

1 Financials 17.04%
2 Healthcare 12.72%
3 Technology 10.58%
4 Industrials 8.61%
5 Consumer Discretionary 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$411K 0.15%
8,699
-1,262
127
$387K 0.14%
1,455
-38
128
$382K 0.14%
2,614
-115
129
$382K 0.14%
2,942
-50
130
$380K 0.14%
8,227
-822
131
$380K 0.14%
4,248
+320
132
$371K 0.14%
14,434
+1,188
133
$361K 0.13%
4,149
+150
134
$361K 0.13%
4,900
135
$347K 0.13%
29,598
+204
136
$340K 0.13%
5,637
-760
137
$337K 0.12%
6,074
-158
138
$329K 0.12%
4,117
-317
139
$327K 0.12%
2,788
+256
140
$323K 0.12%
1,267
+44
141
$313K 0.12%
+13,425
142
$309K 0.11%
18,965
-3,013
143
$298K 0.11%
2,763
+202
144
$275K 0.1%
2,559
+361
145
$274K 0.1%
2,601
+153
146
$271K 0.1%
1,868
+1
147
$271K 0.1%
3,781
-201
148
$264K 0.1%
2,318
-725
149
$261K 0.1%
3,331
+219
150
$256K 0.09%
3,134
+31
4 5
6
7 8