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
$519M
AUM Growth
+$55.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$3.52M
2
+$2.91M
3
+$1.67M
4
AMD icon
Advanced Micro Devices
AMD
+$1.23M
5
AVY icon
Avery Dennison
AVY
+$875K

Top Sells

1
+$510K
2
+$491K
3
+$472K
4
ELV icon
Elevance Health
ELV
+$448K
5
WKC icon
World Kinect Corp
WKC
+$404K

Sector Composition

1 Technology 13.91%
2 Financials 12.14%
3 Healthcare 11.12%
4 Industrials 7.22%
5 Consumer Discretionary 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$688K 0.13%
2,003
+910
127
$678K 0.13%
12,969
-88
128
$676K 0.13%
4,534
-228
129
$675K 0.13%
5,096
+2,712
130
$669K 0.13%
3,644
+812
131
$663K 0.13%
+24,182
132
$639K 0.12%
5,079
-40
133
$612K 0.12%
29,783
-4,584
134
$612K 0.12%
14,832
-595
135
$600K 0.12%
6,131
136
$599K 0.12%
1,597
-7
137
$587K 0.11%
5,422
+1,220
138
$586K 0.11%
17,147
+2,892
139
$566K 0.11%
12,519
-2,327
140
$534K 0.1%
1,671
141
$528K 0.1%
4,389
-4,082
142
$526K 0.1%
7,309
-39
143
$518K 0.1%
4,139
-338
144
$515K 0.1%
+4,547
145
$509K 0.1%
3,512
146
$497K 0.1%
11,848
-773
147
$492K 0.09%
5,374
-175
148
$481K 0.09%
1,940
+157
149
$468K 0.09%
2,020
+690
150
$457K 0.09%
5,832
-557
4 5
6
7 8