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
$584M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$1.27M
3
+$1.15M
4
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$1.08M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$942K

Top Sells

1
+$252K
2
+$234K
3
+$213K
4
GPC icon
Genuine Parts
GPC
+$208K
5
HPQ icon
HP
HPQ
+$202K

Sector Composition

1 Technology 13.14%
2 Financials 12.19%
3 Healthcare 8.68%
4 Consumer Discretionary 6.19%
5 Industrials 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$484K 0.08%
4,078
+668
152
$478K 0.08%
24,692
+1,892
153
$477K 0.08%
4,616
+220
154
$464K 0.08%
2,414
+143
155
$456K 0.08%
6,812
+104
156
$455K 0.08%
2,025
157
$444K 0.08%
5,104
158
$442K 0.08%
985
+4
159
$442K 0.08%
25,530
-402
160
$434K 0.07%
1,052
161
$420K 0.07%
3,614
-187
162
$419K 0.07%
1,444
+41
163
$416K 0.07%
1,685
164
$415K 0.07%
44,453
165
$414K 0.07%
16,737
-720
166
$409K 0.07%
8,817
+6
167
$402K 0.07%
3,644
+114
168
$396K 0.07%
4,065
-15
169
$379K 0.06%
4,975
-17
170
$374K 0.06%
2,457
171
$369K 0.06%
4,554
-58
172
$367K 0.06%
13,532
-130
173
$363K 0.06%
2,388
+197
174
$351K 0.06%
14,020
+2,296
175
$347K 0.06%
3,551
+18
5 6
7
8 9