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
$271M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
627
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$493K
3
+$395K
4
MRO
Marathon Oil Corporation
MRO
+$313K
5
MA icon
Mastercard
MA
+$306K

Top Sells

1
+$314K
2
+$244K
3
+$230K
4
AMGN icon
Amgen
AMGN
+$216K
5
COR icon
Cencora
COR
+$204K

Sector Composition

1 Financials 17.04%
2 Healthcare 12.72%
3 Technology 10.58%
4 Industrials 8.61%
5 Consumer Discretionary 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$255K 0.09%
1,259
+67
152
$240K 0.09%
20,682
+1,338
153
$240K 0.09%
3,185
-249
154
$237K 0.09%
6,700
155
$232K 0.09%
5,361
-850
156
$232K 0.09%
8,416
157
$222K 0.08%
1,715
-188
158
$207K 0.08%
3,735
159
$206K 0.08%
550
+310
160
$201K 0.07%
21,704
-2,987
161
$200K 0.07%
10,488
+1,880
162
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7,574
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163
$194K 0.07%
866
164
$194K 0.07%
1,343
-150
165
$193K 0.07%
7,698
+514
166
$189K 0.07%
1,050
167
$181K 0.07%
3,185
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168
$181K 0.07%
2,383
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169
$179K 0.07%
3,600
170
$177K 0.07%
2,316
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171
$177K 0.07%
10,606
172
$173K 0.06%
4,887
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173
$172K 0.06%
+3,078
174
$171K 0.06%
9,657
-708
175
$163K 0.06%
1,657
-27
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