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
$256M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$636K
2
+$480K
3
+$413K
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$407K
5
CWB icon
SPDR Bloomberg Convertible Securities ETF
CWB
+$397K

Top Sells

1
+$329K
2
+$202K
3
+$201K
4
MO icon
Altria Group
MO
+$200K
5
ORCL icon
Oracle
ORCL
+$184K

Sector Composition

1 Financials 17.03%
2 Healthcare 12.12%
3 Technology 10.96%
4 Industrials 8.71%
5 Communication Services 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$386K 0.15%
20,256
-2,410
127
$382K 0.15%
2,558
-200
128
$378K 0.15%
7,985
129
$375K 0.15%
3,686
-177
130
$371K 0.14%
+3,675
131
$365K 0.14%
3,062
+150
132
$358K 0.14%
30,414
+4,230
133
$347K 0.14%
2,396
-92
134
$345K 0.13%
5,611
+303
135
$336K 0.13%
10,295
136
$336K 0.13%
3,850
-187
137
$328K 0.13%
3,552
-615
138
$317K 0.12%
1,825
+635
139
$315K 0.12%
866
140
$300K 0.12%
16,962
+234
141
$298K 0.12%
11,258
+290
142
$298K 0.12%
20,973
+765
143
$290K 0.11%
+9,300
144
$287K 0.11%
1,932
+145
145
$280K 0.11%
+10,150
146
$279K 0.11%
1,137
147
$269K 0.11%
23,028
+2,490
148
$266K 0.1%
723
-59
149
$265K 0.1%
1,584
-428
150
$258K 0.1%
17,238
-943
3 4 5
6
7