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
$626M
AUM Growth
-$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$3.05M
2
+$1.41M
3
+$1.06M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$965K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$724K

Top Sells

1
+$796K
2
+$301K
3
+$256K
4
IBM icon
IBM
IBM
+$248K
5
RPM icon
RPM International
RPM
+$238K

Sector Composition

1 Technology 14.62%
2 Financials 11.66%
3 Healthcare 9.39%
4 Industrials 6.29%
5 Consumer Discretionary 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$514K 0.08%
1,679
-10
152
$481K 0.08%
3,862
-243
153
$480K 0.08%
1,992
+7
154
$466K 0.07%
9,895
+390
155
$462K 0.07%
2,521
+45
156
$458K 0.07%
3,081
-73
157
$456K 0.07%
5,197
+20
158
$453K 0.07%
4,234
-98
159
$450K 0.07%
2,465
-23
160
$436K 0.07%
2,126
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161
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1,685
162
$428K 0.07%
8,830
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163
$421K 0.07%
45,198
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164
$404K 0.06%
4,726
+181
165
$403K 0.06%
5,068
166
$397K 0.06%
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167
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5,437
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168
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-257
169
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4,267
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170
$361K 0.06%
3,505
+113
171
$358K 0.06%
3,561
+275
172
$354K 0.06%
1,231
+2
173
$353K 0.06%
2,753
+200
174
$349K 0.06%
+456
175
$348K 0.06%
3,174
-190
5 6
7
8 9