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
$329M
AUM Growth
+$78.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$2.99M
2
+$1.33M
3
+$1.3M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.28M
5
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$1.19M

Top Sells

1
+$658K
2
+$520K
3
+$157K
4
WBT
Welbilt, Inc.
WBT
+$73.7K
5
IBM icon
IBM
IBM
+$68.3K

Sector Composition

1 Technology 13.37%
2 Financials 13.05%
3 Healthcare 10.26%
4 Consumer Discretionary 6.88%
5 Industrials 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$449K 0.14%
+8,886
127
$443K 0.13%
3,884
+25
128
$441K 0.13%
7,497
+642
129
$436K 0.13%
+2,578
130
$413K 0.13%
5,601
+126
131
$411K 0.12%
9,191
+115
132
$408K 0.12%
2,354
-149
133
$398K 0.12%
874
134
$390K 0.12%
3,375
-591
135
$371K 0.11%
30,000
+3,612
136
$369K 0.11%
9,461
+2,972
137
$368K 0.11%
4,032
+398
138
$361K 0.11%
29,448
+78
139
$359K 0.11%
2,562
140
$352K 0.11%
1,825
141
$349K 0.11%
15,092
-448
142
$344K 0.1%
4,364
+414
143
$344K 0.1%
+2,810
144
$338K 0.1%
4,237
+4
145
$338K 0.1%
6,386
-300
146
$325K 0.1%
+32,360
147
$315K 0.1%
970
-4
148
$313K 0.1%
18,159
-2,865
149
$311K 0.09%
2,177
+175
150
$308K 0.09%
2,700
+212
4 5
6
7 8