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
$225M
AUM Growth
-$46.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
616
New
Increased
Reduced
Closed

Top Buys

1
+$1.85M
2
+$495K
3
+$408K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$357K
5
AMGN icon
Amgen
AMGN
+$291K

Top Sells

1
+$1.94M
2
+$1.2M
3
+$600K
4
VTRS icon
Viatris
VTRS
+$384K
5
DVN icon
Devon Energy
DVN
+$358K

Sector Composition

1 Financials 16.4%
2 Healthcare 13.33%
3 Technology 10.02%
4 Industrials 8.06%
5 Consumer Discretionary 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$118K 0.05%
2,393
+51
177
$118K 0.05%
1,300
-357
178
$115K 0.05%
1,680
-232
179
$115K 0.05%
1,662
-19
180
$113K 0.05%
554
181
$111K 0.05%
2,912
-713
182
$111K 0.05%
1,280
183
$108K 0.05%
646
-220
184
$107K 0.05%
5,880
185
$104K 0.05%
1,389
-929
186
$102K 0.05%
6,900
187
$101K 0.04%
1,247
188
$100K 0.04%
920
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189
$100K 0.04%
5,911
190
$100K 0.04%
664
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191
$98K 0.04%
2,257
-939
192
$96K 0.04%
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193
$95K 0.04%
690
194
$95K 0.04%
690
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195
$94K 0.04%
1,139
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196
$94K 0.04%
540
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197
$93K 0.04%
2,900
198
$89K 0.04%
1,473
199
$84K 0.04%
2,030
+101
200
$83K 0.04%
1,844
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