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
$296M
AUM Growth
+$31.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$2.71M
2
+$653K
3
+$569K
4
MSFT icon
Microsoft
MSFT
+$512K
5
BMY icon
Bristol-Myers Squibb
BMY
+$423K

Top Sells

1
+$2.73M
2
+$436K
3
+$353K
4
DVN icon
Devon Energy
DVN
+$329K
5
DXC icon
DXC Technology
DXC
+$251K

Sector Composition

1 Financials 16.86%
2 Technology 11.96%
3 Healthcare 11.55%
4 Industrials 8.5%
5 Communication Services 6.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$240K 0.08%
4,150
152
$238K 0.08%
+2,545
153
$230K 0.08%
11,445
-6,276
154
$222K 0.08%
+2,782
155
$222K 0.08%
1,734
+38
156
$219K 0.07%
954
+18
157
$219K 0.07%
+2,194
158
$217K 0.07%
+1,917
159
$216K 0.07%
23,264
+15
160
$210K 0.07%
1,100
-105
161
$203K 0.07%
3,535
162
$201K 0.07%
+6,269
163
$200K 0.07%
+3,707
164
$179K 0.06%
13,148
-4,125
165
– –
-13,673
166
– –
-8,505
167
– –
-39,665
168
– –
-3,552
3 4 5 6
7