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
$572M
AUM Growth
+$38.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$1.13M
3
+$929K
4
CMCSA icon
Comcast
CMCSA
+$636K
5
CWB icon
SPDR Bloomberg Convertible Securities ETF
CWB
+$440K

Top Sells

1
+$857K
2
+$479K
3
+$393K
4
PM icon
Philip Morris
PM
+$316K
5
XOM icon
Exxon Mobil
XOM
+$305K

Sector Composition

1 Technology 12.84%
2 Financials 11.99%
3 Healthcare 8.61%
4 Industrials 6.47%
5 Consumer Discretionary 6.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$346K 0.06%
3,375
-159
177
$331K 0.06%
10,067
+221
178
$328K 0.06%
2,191
179
$325K 0.06%
1,114
180
$320K 0.06%
1,672
+65
181
$312K 0.05%
1,313
-2
182
$311K 0.05%
1,654
183
$305K 0.05%
11,724
+1,372
184
$301K 0.05%
3,137
-387
185
$293K 0.05%
4,177
-325
186
$291K 0.05%
3,054
+120
187
$284K 0.05%
4,043
-101
188
$279K 0.05%
527
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189
$270K 0.05%
5,745
+33
190
$268K 0.05%
2,161
-58
191
$266K 0.05%
1,122
-14
192
$260K 0.05%
4,897
+170
193
$259K 0.05%
1,199
-373
194
$252K 0.04%
2,614
+28
195
$247K 0.04%
2,706
+181
196
$243K 0.04%
3,816
+183
197
$238K 0.04%
1,697
+69
198
$234K 0.04%
4,445
-597
199
$230K 0.04%
961
+20
200
$228K 0.04%
1,409
5 6 7
8
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