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
$265M
AUM Growth
+$8.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$610K
2
+$538K
3
+$463K
4
AMZN icon
Amazon
AMZN
+$404K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$341K

Top Sells

1
+$523K
2
+$506K
3
+$266K
4
GLW icon
Corning
GLW
+$223K
5
IBM icon
IBM
IBM
+$184K

Sector Composition

1 Financials 16.9%
2 Healthcare 11.63%
3 Technology 11.14%
4 Industrials 8.28%
5 Communication Services 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$381K 0.14%
6,235
+624
127
$377K 0.14%
3,675
128
$373K 0.14%
2,508
-50
129
$367K 0.14%
13,642
+2,384
130
$353K 0.13%
3,552
131
$351K 0.13%
17,721
-2,535
132
$349K 0.13%
29,502
-912
133
$339K 0.13%
870
+4
134
$333K 0.13%
876
-700
135
$331K 0.13%
1,523
-59
136
$329K 0.12%
13,673
-366
137
$328K 0.12%
2,386
-10
138
$325K 0.12%
3,666
-184
139
$318K 0.12%
11,358
+1,208
140
$306K 0.12%
1,825
141
$286K 0.11%
9,300
142
$283K 0.11%
23,934
+906
143
$281K 0.11%
1,137
144
$279K 0.11%
1,932
145
$278K 0.11%
10,295
146
$265K 0.1%
4,150
147
$263K 0.1%
982
+259
148
$258K 0.1%
16,996
-242
149
$258K 0.1%
2,923
+43
150
$251K 0.09%
8,505
+570
3 4 5
6
7