RWA

River Wealth Advisors Portfolio holdings

AUM $855M
1-Year Est. Return 16.09%
This Quarter Est. Return
1 Year Est. Return
+16.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$720M
AUM Growth
-$34.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$2.83M
2
+$2.49M
3
+$1.18M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.02M
5
ACN icon
Accenture
ACN
+$959K

Top Sells

1
+$3.58M
2
+$3.5M
3
+$1.84M
4
LMT icon
Lockheed Martin
LMT
+$1.47M
5
AEP icon
American Electric Power
AEP
+$1.36M

Sector Composition

1 Technology 19.45%
2 Financials 12.12%
3 Healthcare 8.37%
4 Consumer Discretionary 7.12%
5 Industrials 7.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$452K 0.06%
5,975
-415
152
$452K 0.06%
7,408
-12
153
$448K 0.06%
2,504
-161
154
$446K 0.06%
3,457
155
$446K 0.06%
2,213
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156
$436K 0.06%
1,686
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157
$431K 0.06%
8,644
158
$404K 0.06%
3,699
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159
$394K 0.05%
5,029
-90
160
$393K 0.05%
2,899
161
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1,429
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162
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1,043
163
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18,058
+2,802
164
$363K 0.05%
2,018
-297
165
$353K 0.05%
3,846
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166
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4,926
-11,899
167
$339K 0.05%
4,124
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168
$328K 0.05%
4,800
-152
169
$325K 0.05%
1,939
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170
$320K 0.04%
4,597
-151
171
$318K 0.04%
13,566
-3,688
172
$312K 0.04%
1,800
173
$293K 0.04%
10,478
-761
174
$292K 0.04%
2,005
175
$291K 0.04%
1,719
-150
5 6
7
8 9