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
$181M
AUM Growth
+$6.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1 +$663K
2 +$463K
3 +$449K
4
META icon
Meta Platforms (Facebook)
META
+$431K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$328K

Top Sells

1 +$1.8M
2 +$395K
3 +$327K
4
M icon
Macy's
M
+$300K
5
DGX icon
Quest Diagnostics
DGX
+$280K

Sector Composition

1 Healthcare 14.51%
2 Financials 14.4%
3 Industrials 11.89%
4 Technology 9.59%
5 Energy 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-1,095
152
-13,422
153
-2,715
154
-66,369
155
-6,085