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
$572M
AUM Growth
+$38.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$1.13M
3
+$929K
4
CMCSA icon
Comcast
CMCSA
+$636K
5
CWB icon
SPDR Bloomberg Convertible Securities ETF
CWB
+$440K

Top Sells

1
+$857K
2
+$479K
3
+$393K
4
PM icon
Philip Morris
PM
+$316K
5
XOM icon
Exxon Mobil
XOM
+$305K

Sector Composition

1 Technology 12.84%
2 Financials 11.99%
3 Healthcare 8.61%
4 Industrials 6.47%
5 Consumer Discretionary 6.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$478K 0.08%
44,453
152
$461K 0.08%
4,396
+8
153
$456K 0.08%
929
154
$451K 0.08%
25,932
+1,662
155
$450K 0.08%
22,800
+2,058
156
$448K 0.08%
4,080
-60
157
$445K 0.08%
3,801
-1,339
158
$440K 0.08%
17,457
+234
159
$439K 0.08%
832
-6
160
$437K 0.08%
2,271
+4
161
$420K 0.07%
4,992
-73
162
$419K 0.07%
2,891
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163
$416K 0.07%
1,685
164
$407K 0.07%
4,612
+260
165
$402K 0.07%
3,410
+139
166
$402K 0.07%
1,403
+125
167
$399K 0.07%
8,811
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168
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+11,573
169
$395K 0.07%
3,530
-41
170
$389K 0.07%
1,052
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171
$388K 0.07%
981
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172
$374K 0.07%
2,457
-800
173
$373K 0.07%
13,662
-1,042
174
$357K 0.06%
4,775
+94
175
$349K 0.06%
3,533
-161
5 6
7
8 9