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
$296M
AUM Growth
+$31.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$2.71M
2
+$653K
3
+$569K
4
MSFT icon
Microsoft
MSFT
+$512K
5
BMY icon
Bristol-Myers Squibb
BMY
+$423K

Top Sells

1
+$2.73M
2
+$436K
3
+$353K
4
DVN icon
Devon Energy
DVN
+$329K
5
DXC icon
DXC Technology
DXC
+$251K

Sector Composition

1 Financials 16.86%
2 Technology 11.96%
3 Healthcare 11.55%
4 Industrials 8.5%
5 Communication Services 6.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$422K 0.14%
6,476
+241
127
$420K 0.14%
2,778
-840
128
$400K 0.14%
3,749
129
$391K 0.13%
3,634
-41
130
$389K 0.13%
4,260
-314
131
$377K 0.13%
29,442
-60
132
$374K 0.13%
+6,284
133
$365K 0.12%
2,847
-654
134
$351K 0.12%
902
+32
135
$350K 0.12%
1,825
136
$343K 0.12%
2,508
137
$328K 0.11%
10,658
-700
138
$322K 0.11%
3,432
-234
139
$317K 0.11%
9,541
+241
140
$316K 0.11%
24,708
+774
141
$311K 0.11%
1,172
+35
142
$295K 0.1%
1,779
+254
143
$291K 0.1%
2,002
+70
144
$288K 0.1%
10,045
-250
145
$284K 0.1%
6,307
+947
146
$283K 0.1%
874
-108
147
$273K 0.09%
3,105
+182
148
$261K 0.09%
16,454
-542
149
$253K 0.09%
+5,268
150
$250K 0.08%
13,248
+1,004
3 4 5
6
7