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
$225M
AUM Growth
-$46.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
616
New
Increased
Reduced
Closed

Top Buys

1
+$1.85M
2
+$495K
3
+$408K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$357K
5
AMGN icon
Amgen
AMGN
+$291K

Top Sells

1
+$1.94M
2
+$1.2M
3
+$600K
4
VTRS icon
Viatris
VTRS
+$384K
5
DVN icon
Devon Energy
DVN
+$358K

Sector Composition

1 Financials 16.4%
2 Healthcare 13.33%
3 Technology 10.02%
4 Industrials 8.06%
5 Consumer Discretionary 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$196K 0.09%
25,668
+3,964
152
$195K 0.09%
12,828
+2,340
153
$190K 0.08%
2,841
-293
154
$190K 0.08%
3,535
-200
155
$184K 0.08%
3,441
-2,633
156
$178K 0.08%
3,600
157
$172K 0.08%
4,767
-4,585
158
$169K 0.08%
1,050
159
$168K 0.07%
4,518
-843
160
$165K 0.07%
2,559
-772
161
$164K 0.07%
4,172
+1
162
$160K 0.07%
3,081
-700
163
$160K 0.07%
4,697
-190
164
$158K 0.07%
2,747
+364
165
$157K 0.07%
6,586
-1,830
166
$151K 0.07%
3,366
+288
167
$145K 0.06%
7,074
-500
168
$140K 0.06%
3,010
+1,054
169
$138K 0.06%
1,280
-435
170
$137K 0.06%
869
-999
171
$137K 0.06%
4,000
-150
172
$135K 0.06%
809
-450
173
$131K 0.06%
2,189
-127
174
$131K 0.06%
1,700
175
$128K 0.06%
4,500
5 6
7
8 9