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
$645M
AUM Growth
+$61.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$5.87M
2
+$2.56M
3
+$1.47M
4
AAPL icon
Apple
AAPL
+$1.23M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$919K

Top Sells

1
+$8.13M
2
+$508K
3
+$291K
4
MDT icon
Medtronic
MDT
+$258K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$211K

Sector Composition

1 Technology 14.97%
2 Financials 11.32%
3 Healthcare 8.81%
4 Consumer Discretionary 6.65%
5 Industrials 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$364K 0.06%
19,320
-6,210
177
$363K 0.06%
18,692
-6,000
178
$360K 0.06%
3,154
-43
179
$359K 0.06%
975
+200
180
$359K 0.06%
3,392
+107
181
$356K 0.06%
5,067
+170
182
$356K 0.06%
1,397
+81
183
$342K 0.05%
7,080
+1,251
184
$341K 0.05%
969
+12
185
$333K 0.05%
4,461
-137
186
$333K 0.05%
+11,642
187
$310K 0.05%
10,466
-835
188
$308K 0.05%
3,286
+232
189
$307K 0.05%
516
+9
190
$301K 0.05%
11,184
-2,348
191
$299K 0.05%
1,269
+140
192
$296K 0.05%
2,553
-15
193
$284K 0.04%
3,055
+517
194
$282K 0.04%
+6,856
195
$280K 0.04%
733
+102
196
$278K 0.04%
1,134
-10
197
$278K 0.04%
4,048
-385
198
$277K 0.04%
1,968
+169
199
$277K 0.04%
1,634
+96
200
$275K 0.04%
4,129
+370
6 7
8
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