RWA

River Wealth Advisors Portfolio holdings

AUM $892M
1-Year Est. Return 19.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.03%
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
+$952K
2
+$857K
3
+$656K
4
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$567K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$403K

Top Sells

1
+$1.12M
2
+$788K
3
+$240K
4
MOG.A icon
Moog Inc Class A
MOG.A
+$227K
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
3 4 5 6
7