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
$239M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
568
New
Increased
Reduced
Closed

Top Buys

1
+$367K
2
+$324K
3
+$319K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$317K
5
STZ icon
Constellation Brands
STZ
+$265K

Top Sells

1
+$325K
2
+$271K
3
+$195K
4
UN
Unilever NV New York Registry Shares
UN
+$190K
5
ORCL icon
Oracle
ORCL
+$184K

Sector Composition

1 Financials 16.63%
2 Healthcare 13.09%
3 Technology 10.78%
4 Industrials 8.69%
5 Communication Services 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$363K 0.15%
3,326
-39
127
$347K 0.15%
3,863
+150
128
$346K 0.14%
4,037
-112
129
$342K 0.14%
1,383
-75
130
$338K 0.14%
20,208
-770
131
$332K 0.14%
2,912
+144
132
$329K 0.14%
11,239
-1,739
133
$327K 0.14%
10,295
+230
134
$323K 0.14%
5,308
-252
135
$297K 0.12%
26,184
-3,414
136
$295K 0.12%
2,012
-109
137
$292K 0.12%
16,728
-2,691
138
$285K 0.12%
10,968
+100
139
$281K 0.12%
18,181
+9
140
$279K 0.12%
782
-11
141
$277K 0.12%
1,137
-130
142
$260K 0.11%
866
-44
143
$246K 0.1%
3,327
144
$235K 0.1%
1,787
-1,004
145
$235K 0.1%
2,214
-198
146
$232K 0.1%
4,150
147
$231K 0.1%
20,538
-3,318
148
$225K 0.09%
3,027
-52
149
$222K 0.09%
6,700
150
$205K 0.09%
1,190
+140
4 5
6
7 8