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
$550M
AUM Growth
+$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$1.88M
3
+$1.32M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.11M
5
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$941K

Top Sells

1
+$1.13M
2
+$1.08M
3
+$515K
4
PPL icon
PPL Corp
PPL
+$503K
5
OTIS icon
Otis Worldwide
OTIS
+$457K

Sector Composition

1 Technology 16.1%
2 Financials 11.2%
3 Healthcare 10.15%
4 Industrials 7.09%
5 Consumer Discretionary 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$768K 0.14%
6,803
-25
127
$737K 0.13%
1,607
-20
128
$730K 0.13%
28,611
-1,172
129
$726K 0.13%
4,385
-149
130
$709K 0.13%
5,308
+229
131
$704K 0.13%
15,576
+3,728
132
$698K 0.13%
12,003
-966
133
$679K 0.12%
3,583
-61
134
$670K 0.12%
11,258
-1,219
135
$652K 0.12%
10,503
-539
136
$609K 0.11%
1,581
-90
137
$591K 0.11%
5,981
-150
138
$577K 0.11%
12,301
-218
139
$574K 0.1%
+7,862
140
$552K 0.1%
1,551
-46
141
$544K 0.1%
2,759
+503
142
$539K 0.1%
4,726
-20
143
$521K 0.09%
4,935
-487
144
$518K 0.09%
5,215
-159
145
$514K 0.09%
2,020
146
$512K 0.09%
11,195
-3,637
147
$479K 0.09%
2,186
-5
148
$477K 0.09%
3,853
-286
149
$469K 0.09%
12,552
+3,695
150
$466K 0.08%
6,717
-592
4 5
6
7 8