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
$198M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1 +$2.05M
2 +$1.95M
3 +$896K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$734K
5
AAL icon
American Airlines Group
AAL
+$611K

Top Sells

1 +$864K
2 +$672K
3 +$416K
4
CVS icon
CVS Health
CVS
+$328K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$232K

Sector Composition

1 Financials 16.44%
2 Healthcare 13.12%
3 Industrials 11.14%
4 Technology 9.14%
5 Energy 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
0
152
-1,663
153
-10,830
154
-10,422
155
-26,970