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
$584M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$1.27M
3
+$1.15M
4
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$1.08M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$942K

Top Sells

1
+$252K
2
+$234K
3
+$213K
4
GPC icon
Genuine Parts
GPC
+$208K
5
HPQ icon
HP
HPQ
+$202K

Sector Composition

1 Technology 13.14%
2 Financials 12.19%
3 Healthcare 8.68%
4 Consumer Discretionary 6.19%
5 Industrials 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$344K 0.06%
11,301
+1,234
177
$341K 0.06%
4,598
-177
178
$328K 0.06%
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-323
179
$321K 0.06%
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180
$315K 0.05%
3,197
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181
$314K 0.05%
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182
$313K 0.05%
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183
$312K 0.05%
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+3
184
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1,119
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185
$283K 0.05%
4,433
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186
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1,144
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187
$272K 0.05%
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188
$272K 0.05%
3,054
189
$271K 0.05%
5,829
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190
$268K 0.05%
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-125
191
$262K 0.04%
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192
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193
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507
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194
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2,058
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195
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3,132
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196
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+957
197
$243K 0.04%
601
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198
$240K 0.04%
1,129
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199
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2,538
-76
200
$238K 0.04%
631
+80
5 6 7
8
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