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
$572M
AUM Growth
+$38.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$1.13M
3
+$929K
4
CMCSA icon
Comcast
CMCSA
+$636K
5
CWB icon
SPDR Bloomberg Convertible Securities ETF
CWB
+$440K

Top Sells

1
+$857K
2
+$479K
3
+$393K
4
PM icon
Philip Morris
PM
+$316K
5
XOM icon
Exxon Mobil
XOM
+$305K

Sector Composition

1 Technology 12.84%
2 Financials 11.99%
3 Healthcare 8.61%
4 Industrials 6.47%
5 Consumer Discretionary 6.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$738K 0.13%
6,236
+92
127
$730K 0.13%
14,961
-154
128
$697K 0.12%
17,807
-1,560
129
$682K 0.12%
4,106
+20
130
$669K 0.12%
10,608
-4,840
131
$667K 0.12%
1,762
+111
132
$653K 0.11%
8,396
-655
133
$614K 0.11%
6,454
+498
134
$608K 0.11%
4,609
+230
135
$605K 0.11%
2,555
+29
136
$598K 0.1%
34,482
-2,532
137
$589K 0.1%
4,055
-15
138
$584K 0.1%
7,138
+116
139
$577K 0.1%
4,316
-123
140
$576K 0.1%
15,711
+634
141
$573K 0.1%
3,208
+46
142
$561K 0.1%
4,862
-254
143
$550K 0.1%
6,708
-117
144
$538K 0.09%
9,305
+75
145
$532K 0.09%
9,832
-3,207
146
$530K 0.09%
7,939
-4,117
147
$502K 0.09%
2,038
+30
148
$494K 0.09%
2,025
+46
149
$494K 0.09%
4,040
+8
150
$478K 0.08%
5,104
+165
4 5
6
7 8