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
$645M
AUM Growth
+$61.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$5.87M
2
+$2.56M
3
+$1.47M
4
AAPL icon
Apple
AAPL
+$1.23M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$919K

Top Sells

1
+$8.13M
2
+$508K
3
+$291K
4
MDT icon
Medtronic
MDT
+$258K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$211K

Sector Composition

1 Technology 14.97%
2 Financials 11.32%
3 Healthcare 8.81%
4 Consumer Discretionary 6.65%
5 Industrials 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$826K 0.13%
14,880
+41
127
$806K 0.13%
3,566
-52
128
$804K 0.12%
10,490
+1,467
129
$797K 0.12%
4,609
130
$796K 0.12%
3,076
+198
131
$727K 0.11%
6,292
+230
132
$701K 0.11%
17,952
+2,202
133
$692K 0.11%
2,564
134
$688K 0.11%
9,505
135
$685K 0.11%
3,352
+159
136
$674K 0.1%
36,301
-3,506
137
$671K 0.1%
1,295
-102
138
$649K 0.1%
10,613
+77
139
$646K 0.1%
4,522
+203
140
$612K 0.09%
1,079
+94
141
$610K 0.09%
4,105
-25
142
$609K 0.09%
6,994
-109
143
$599K 0.09%
10,113
+58
144
$597K 0.09%
4,626
145
$593K 0.09%
3,861
-74
146
$583K 0.09%
5,419
+315
147
$582K 0.09%
2,233
+195
148
$577K 0.09%
9,249
-82
149
$537K 0.08%
28,308
-4,872
150
$519K 0.08%
861
+32
4 5
6
7 8