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
$550M
AUM Growth
+$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$1.88M
3
+$1.32M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.11M
5
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$941K

Top Sells

1
+$1.13M
2
+$1.08M
3
+$515K
4
PPL icon
PPL Corp
PPL
+$503K
5
OTIS icon
Otis Worldwide
OTIS
+$457K

Sector Composition

1 Technology 16.1%
2 Financials 11.2%
3 Healthcare 10.15%
4 Industrials 7.09%
5 Consumer Discretionary 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$460K 0.08%
7,670
-525
152
$457K 0.08%
2,003
+63
153
$446K 0.08%
13,874
-3,273
154
$432K 0.08%
2,797
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155
$428K 0.08%
1,793
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156
$418K 0.08%
2,047
-273
157
$409K 0.07%
5,544
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158
$403K 0.07%
3,868
+60
159
$401K 0.07%
3,355
-157
160
$399K 0.07%
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-311
161
$398K 0.07%
2,324
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162
$395K 0.07%
2,763
-2,333
163
$386K 0.07%
3,816
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164
$363K 0.07%
8,672
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165
$362K 0.07%
6,041
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166
$362K 0.07%
3,286
167
$360K 0.07%
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168
$356K 0.06%
1,862
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169
$349K 0.06%
2,333
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170
$339K 0.06%
2,399
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171
$331K 0.06%
1,594
-1,715
172
$327K 0.06%
1,552
+61
173
$310K 0.06%
6,306
+1,167
174
$303K 0.06%
1,441
+215
175
$301K 0.05%
876
+129
5 6
7
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