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
$645M
AUM Growth
+$61.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$5.87M
2
+$2.56M
3
+$1.47M
4
AAPL icon
Apple
AAPL
+$1.23M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$919K

Top Sells

1
+$8.13M
2
+$508K
3
+$291K
4
MDT icon
Medtronic
MDT
+$258K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$211K

Sector Composition

1 Technology 14.97%
2 Financials 11.32%
3 Healthcare 8.81%
4 Consumer Discretionary 6.65%
5 Industrials 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$516K 0.08%
7,050
+238
152
$515K 0.08%
3,804
-274
153
$515K 0.08%
4,592
-24
154
$494K 0.08%
4,332
-588
155
$488K 0.08%
5,054
+500
156
$467K 0.07%
2,476
+62
157
$464K 0.07%
2,129
+104
158
$464K 0.07%
4,998
-1,399
159
$454K 0.07%
4,545
+480
160
$449K 0.07%
1,685
161
$423K 0.07%
8,823
+6
162
$420K 0.07%
1,689
+120
163
$419K 0.07%
5,177
+202
164
$414K 0.06%
1,985
+384
165
$413K 0.06%
2,457
166
$408K 0.06%
44,453
167
$405K 0.06%
3,461
-183
168
$394K 0.06%
14,625
-2,112
169
$394K 0.06%
1,229
-215
170
$393K 0.06%
3,749
+198
171
$391K 0.06%
3,364
-250
172
$389K 0.06%
5,068
+1,016
173
$389K 0.06%
2,488
+100
174
$378K 0.06%
+20,722
175
$374K 0.06%
992
-60
5 6
7
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