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
$626M
AUM Growth
-$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$3.05M
2
+$1.41M
3
+$1.06M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$965K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$724K

Top Sells

1
+$796K
2
+$301K
3
+$256K
4
IBM icon
IBM
IBM
+$248K
5
RPM icon
RPM International
RPM
+$238K

Sector Composition

1 Technology 14.62%
2 Financials 11.66%
3 Healthcare 9.39%
4 Industrials 6.29%
5 Consumer Discretionary 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$348K 0.06%
969
177
$344K 0.05%
19,320
178
$343K 0.05%
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-209
179
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180
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6,894
-186
181
$325K 0.05%
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182
$321K 0.05%
17,484
-1,208
183
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3,502
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184
$318K 0.05%
848
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185
$313K 0.05%
11,642
186
$312K 0.05%
11,877
-2,748
187
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188
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-20
189
$298K 0.05%
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190
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+2,703
191
$294K 0.05%
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192
$294K 0.05%
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193
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194
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195
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196
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197
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992
198
$281K 0.04%
863
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199
$278K 0.04%
1,248
-21
200
$273K 0.04%
+600
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