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
$271M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
627
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$493K
3
+$395K
4
MRO
Marathon Oil Corporation
MRO
+$313K
5
MA icon
Mastercard
MA
+$306K

Top Sells

1
+$314K
2
+$244K
3
+$230K
4
AMGN icon
Amgen
AMGN
+$216K
5
COR icon
Cencora
COR
+$204K

Sector Composition

1 Financials 17.04%
2 Healthcare 12.72%
3 Technology 10.58%
4 Industrials 8.61%
5 Consumer Discretionary 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$160K 0.06%
+3,790
177
$159K 0.06%
1,906
+767
178
$155K 0.06%
4,171
+1
179
$155K 0.06%
3,196
+360
180
$155K 0.06%
4,500
181
$153K 0.06%
4,150
182
$149K 0.05%
3,625
+372
183
$141K 0.05%
2,342
+650
184
$140K 0.05%
5,880
-197
185
$139K 0.05%
1,912
-750
186
$136K 0.05%
830
187
$131K 0.05%
1,700
-238
188
$131K 0.05%
1,187
189
$130K 0.05%
554
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190
$126K 0.05%
1,173
-362
191
$122K 0.05%
2,587
-287
192
$122K 0.05%
1,280
+126
193
$121K 0.04%
3,448
-2,469
194
$116K 0.04%
2,010
195
$114K 0.04%
2,070
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196
$112K 0.04%
690
197
$112K 0.04%
6,900
198
$109K 0.04%
2,288
-1,545
199
$108K 0.04%
1,247
+97
200
$108K 0.04%
1,956
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