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
$519M
AUM Growth
+$55.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$3.52M
2
+$2.91M
3
+$1.67M
4
AMD icon
Advanced Micro Devices
AMD
+$1.23M
5
AVY icon
Avery Dennison
AVY
+$875K

Top Sells

1
+$510K
2
+$491K
3
+$472K
4
ELV icon
Elevance Health
ELV
+$448K
5
WKC icon
World Kinect Corp
WKC
+$404K

Sector Composition

1 Technology 13.91%
2 Financials 12.14%
3 Healthcare 11.12%
4 Industrials 7.22%
5 Consumer Discretionary 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$456K 0.09%
2,256
-82
152
$456K 0.09%
2,191
153
$454K 0.09%
1,831
-248
154
$449K 0.09%
1,852
-75
155
$449K 0.09%
4,746
+197
156
$444K 0.09%
2,320
+566
157
$441K 0.09%
+6,143
158
$429K 0.08%
6,631
159
$423K 0.08%
5,108
-42
160
$413K 0.08%
3,764
+35
161
$409K 0.08%
8,195
-78
162
$408K 0.08%
3,309
-375
163
$407K 0.08%
2,599
-542
164
$404K 0.08%
2,156
165
$396K 0.08%
3,286
166
$380K 0.07%
2,886
+2
167
$378K 0.07%
3,808
+21
168
$367K 0.07%
4,409
-40
169
$366K 0.07%
8,857
-191
170
$361K 0.07%
2,576
171
$352K 0.07%
8,137
-198
172
$346K 0.07%
23,022
+267
173
$340K 0.07%
2,631
-256
174
$329K 0.06%
3,753
+2
175
$326K 0.06%
16,082
+3,870
5 6
7
8 9