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
$329M
AUM Growth
+$78.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$2.99M
2
+$1.33M
3
+$1.3M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.28M
5
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$1.19M

Top Sells

1
+$658K
2
+$520K
3
+$157K
4
WBT
Welbilt, Inc.
WBT
+$73.7K
5
IBM icon
IBM
IBM
+$68.3K

Sector Composition

1 Technology 13.37%
2 Financials 13.05%
3 Healthcare 10.26%
4 Consumer Discretionary 6.88%
5 Industrials 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$297K 0.09%
19,982
+970
152
$296K 0.09%
2,032
+287
153
$293K 0.09%
+2,570
154
$293K 0.09%
+8,980
155
$283K 0.09%
+5,533
156
$278K 0.08%
+2,627
157
$272K 0.08%
6,568
-545
158
$264K 0.08%
+4,641
159
$257K 0.08%
+4,219
160
$252K 0.08%
43,691
161
$247K 0.08%
956
-16
162
$247K 0.08%
+2,999
163
$247K 0.08%
3,596
164
$246K 0.07%
+1,940
165
$244K 0.07%
3,321
+165
166
$239K 0.07%
+6,632
167
$237K 0.07%
1,015
-120
168
$230K 0.07%
+1,200
169
$230K 0.07%
5,152
170
$229K 0.07%
8,938
+886
171
$228K 0.07%
+9,369
172
$221K 0.07%
+2,546
173
$219K 0.07%
+3,800
174
$213K 0.06%
+4,258
175
$212K 0.06%
+2,684
4 5 6
7
8