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
$215M
AUM Growth
+$8.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$772K
2
+$626K
3
+$499K
4
CWB icon
SPDR Bloomberg Convertible Securities ETF
CWB
+$340K
5
V icon
Visa
V
+$313K

Top Sells

1
+$1.37M
2
+$866K
3
+$623K
4
TRGP icon
Targa Resources
TRGP
+$217K
5
HPE icon
Hewlett Packard
HPE
+$181K

Sector Composition

1 Financials 16.68%
2 Healthcare 13.85%
3 Industrials 10.01%
4 Technology 9.72%
5 Communication Services 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$218K 0.1%
+3,912
152
$212K 0.1%
3,112
-70
153
$208K 0.1%
+3,765
154
$206K 0.1%
+7,380
155
$204K 0.1%
+3,053
156
$203K 0.09%
916
157
$202K 0.09%
10,606
+404
158
– –
0
159
– –
-10,170
160
– –
-3,624
161
– –
-18,850
3 4 5 6
7