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
$265M
AUM Growth
+$8.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1 +$610K
2 +$538K
3 +$463K
4
AMZN icon
Amazon
AMZN
+$404K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$341K

Top Sells

1 +$523K
2 +$506K
3 +$266K
4
GLW icon
Corning
GLW
+$223K
5
IBM icon
IBM
IBM
+$184K

Sector Composition

1 Financials 16.9%
2 Healthcare 11.63%
3 Technology 11.14%
4 Industrials 8.28%
5 Communication Services 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$242K 0.09%
5,360
+25
152
$235K 0.09%
1,525
-66
153
$219K 0.08%
1,696
-340
154
$213K 0.08%
23,249
+563
155
$213K 0.08%
12,244
+784
156
$212K 0.08%
17,273
-3,700
157
$212K 0.08%
3,535
158
$207K 0.08%
+936
159
$203K 0.08%
1,205
-379
160
-1,912
161
-6,700
162
-12,584