RWA
River Wealth Advisors Portfolio holdings
AUM
$804M
This Quarter Return
+4.85%
1 Year Return
+14.72%
3 Year Return
+69.77%
5 Year Return
+114.96%
10 Year Return
+234.85%
AUM
$256M
AUM Growth
+$256M
(+7.3%)
Cap. Flow
+$7.23M
Cap. Flow
% of AUM
2.82%
Top 10 Holdings %
Top 10 Hldgs %
25.18%
Holding
163
New
10
Increased
82
Reduced
60
Closed
3
Top Buys
| 1 |
IBM
IBM
|
$636K |
| 2 |
Microsoft
MSFT
|
$480K |
| 3 |
Amazon
AMZN
|
$413K |
| 4 |
Vanguard Small-Cap Growth ETF
VBK
|
$407K |
| 5 |
SPDR Bloomberg Convertible Securities ETF
CWB
|
$397K |
Top Sells
| 1 |
Halliburton
HAL
|
$329K |
| 2 |
Cencora
COR
|
$202K |
| 3 |
Philip Morris
PM
|
$201K |
| 4 |
Altria Group
MO
|
$200K |
| 5 |
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% |
