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
$626M
AUM Growth
-$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$3.05M
2
+$1.41M
3
+$1.06M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$965K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$724K

Top Sells

1
+$796K
2
+$301K
3
+$256K
4
IBM icon
IBM
IBM
+$248K
5
RPM icon
RPM International
RPM
+$238K

Sector Composition

1 Technology 14.62%
2 Financials 11.66%
3 Healthcare 9.39%
4 Industrials 6.29%
5 Consumer Discretionary 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$772K 0.12%
3,633
+67
127
$748K 0.12%
3,233
+157
128
$739K 0.12%
1,283
+204
129
$735K 0.12%
16,019
-158
130
$727K 0.12%
14,432
+35
131
$689K 0.11%
17,973
+21
132
$687K 0.11%
6,231
-61
133
$687K 0.11%
5,245
+120
134
$683K 0.11%
1,393
+98
135
$665K 0.11%
3,921
+60
136
$651K 0.1%
10,507
+394
137
$641K 0.1%
5,949
+530
138
$627K 0.1%
4,584
-25
139
$621K 0.1%
3,357
+5
140
$602K 0.1%
8,237
-1,012
141
$582K 0.09%
5,834
+780
142
$577K 0.09%
4,507
-119
143
$572K 0.09%
32,069
-4,232
144
$565K 0.09%
2,494
-70
145
$561K 0.09%
4,551
+29
146
$555K 0.09%
2,288
+55
147
$541K 0.09%
7,027
+33
148
$534K 0.09%
4,336
+532
149
$532K 0.08%
29,646
+1,338
150
$516K 0.08%
4,599
+7
4 5
6
7 8