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
$225M
AUM Growth
-$46.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
616
New
Increased
Reduced
Closed

Top Buys

1
+$1.85M
2
+$495K
3
+$408K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$357K
5
AMGN icon
Amgen
AMGN
+$291K

Top Sells

1
+$1.94M
2
+$1.2M
3
+$600K
4
VTRS icon
Viatris
VTRS
+$384K
5
DVN icon
Devon Energy
DVN
+$358K

Sector Composition

1 Financials 16.4%
2 Healthcare 13.33%
3 Technology 10.02%
4 Industrials 8.06%
5 Consumer Discretionary 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$338K 0.15%
3,920
-197
127
$324K 0.14%
4,149
128
$323K 0.14%
10,065
-5,995
129
$309K 0.14%
3,713
+950
130
$307K 0.14%
5,769
-1,897
131
$306K 0.14%
5,560
-2,173
132
$304K 0.14%
19,419
+9,762
133
$303K 0.13%
2,791
-1,075
134
$301K 0.13%
20,978
+7,553
135
$296K 0.13%
29,598
136
$284K 0.13%
2,121
-525
137
$278K 0.12%
1,267
138
$275K 0.12%
10,868
+3,170
139
$274K 0.12%
2,768
-20
140
$269K 0.12%
4,197
-51
141
$261K 0.12%
4,150
-750
142
$248K 0.11%
5,026
-611
143
$240K 0.11%
18,172
-793
144
$238K 0.11%
910
-462
145
$237K 0.11%
23,856
+3,174
146
$228K 0.1%
2,412
-147
147
$212K 0.09%
793
+243
148
$206K 0.09%
3,327
+142
149
$202K 0.09%
6,700
150
$198K 0.09%
3,079
-106
4 5
6
7 8