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
$174M
AUM Growth
+$6.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1 +$901K
2 +$857K
3 +$572K
4
AAL icon
American Airlines Group
AAL
+$549K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$411K

Top Sells

1 +$1.12M
2 +$788K
3 +$242K
4
MTW icon
Manitowoc
MTW
+$240K
5
AXP icon
American Express
AXP
+$214K

Sector Composition

1 Healthcare 15.69%
2 Financials 13.68%
3 Industrials 11.51%
4 Technology 10.43%
5 Energy 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
0
152
-3,478
153
-13,880
154
-14,684
155
-7,958