RWA

River Wealth Advisors Portfolio holdings

AUM $855M
1-Year Est. Return 16.09%
This Quarter Est. Return
1 Year Est. Return
+16.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$720M
AUM Growth
-$34.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$2.83M
2
+$2.49M
3
+$1.18M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.02M
5
ACN icon
Accenture
ACN
+$959K

Top Sells

1
+$3.58M
2
+$3.5M
3
+$1.84M
4
LMT icon
Lockheed Martin
LMT
+$1.47M
5
AEP icon
American Electric Power
AEP
+$1.36M

Sector Composition

1 Technology 19.45%
2 Financials 12.12%
3 Healthcare 8.37%
4 Consumer Discretionary 7.12%
5 Industrials 7.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$687K 0.1%
4,827
+1,091
127
$672K 0.09%
2,843
-242
128
$669K 0.09%
5,044
-194
129
$666K 0.09%
3,900
-16
130
$666K 0.09%
2,131
-134
131
$650K 0.09%
6,160
132
$649K 0.09%
3,646
-112
133
$631K 0.09%
1,183
-7
134
$623K 0.09%
12,249
-425
135
$605K 0.08%
2,219
-23
136
$600K 0.08%
8,372
-621
137
$597K 0.08%
6,496
-278
138
$587K 0.08%
6,300
+50
139
$586K 0.08%
+8,551
140
$576K 0.08%
5,834
-423
141
$571K 0.08%
2,160
-100
142
$554K 0.08%
12,237
-3,316
143
$552K 0.08%
3,193
144
$549K 0.08%
3,406
+88
145
$534K 0.07%
8,419
-462
146
$517K 0.07%
7,433
-1,270
147
$516K 0.07%
8,350
-350
148
$483K 0.07%
1,399
-27
149
$476K 0.07%
2,695
-89
150
$474K 0.07%
3,814
4 5
6
7 8