RWA

River Wealth Advisors Portfolio holdings

AUM $855M
1-Year Est. Return 16.09%
This Quarter Est. Return
1 Year Est. Return
+16.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$720M
AUM Growth
-$34.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$2.83M
2
+$2.49M
3
+$1.18M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.02M
5
ACN icon
Accenture
ACN
+$959K

Top Sells

1
+$3.58M
2
+$3.5M
3
+$1.84M
4
LMT icon
Lockheed Martin
LMT
+$1.47M
5
AEP icon
American Electric Power
AEP
+$1.36M

Sector Composition

1 Technology 19.45%
2 Financials 12.12%
3 Healthcare 8.37%
4 Consumer Discretionary 7.12%
5 Industrials 7.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$290K 0.04%
8,032
+492
177
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4,564
-393
178
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179
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519
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181
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500
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185
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186
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516
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187
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188
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189
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190
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920
191
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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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782
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198
– –
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199
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200
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5 6 7
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