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
$256M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$636K
2
+$480K
3
+$413K
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$407K
5
CWB icon
SPDR Bloomberg Convertible Securities ETF
CWB
+$397K

Top Sells

1
+$329K
2
+$202K
3
+$201K
4
MO icon
Altria Group
MO
+$200K
5
ORCL icon
Oracle
ORCL
+$184K

Sector Composition

1 Financials 17.03%
2 Healthcare 12.12%
3 Technology 10.96%
4 Industrials 8.71%
5 Communication Services 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$249K 0.1%
+1,591
152
$247K 0.1%
4,150
153
$241K 0.09%
2,880
-147
154
$234K 0.09%
2,036
-178
155
$232K 0.09%
22,686
-336
156
$226K 0.09%
+5,335
157
$223K 0.09%
6,700
158
$215K 0.08%
+1,018
159
$215K 0.08%
+3,535
160
$205K 0.08%
+11,460
161
– –
-11,239
162
– –
-3,477
163
– –
-2,278
3 4 5 6
7