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
$271M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
627
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$493K
3
+$395K
4
MRO
Marathon Oil Corporation
MRO
+$313K
5
MA icon
Mastercard
MA
+$306K

Top Sells

1
+$314K
2
+$244K
3
+$230K
4
AMGN icon
Amgen
AMGN
+$216K
5
COR icon
Cencora
COR
+$204K

Sector Composition

1 Financials 17.04%
2 Healthcare 12.72%
3 Technology 10.58%
4 Industrials 8.61%
5 Consumer Discretionary 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$108K 0.04%
579
202
$108K 0.04%
1,681
+3
203
$106K 0.04%
+3,171
204
$105K 0.04%
1,076
205
$103K 0.04%
1,844
+528
206
$102K 0.04%
5,911
207
$99K 0.04%
465
208
$98K 0.04%
807
209
$98K 0.04%
1,473
210
$96K 0.04%
445
+53
211
$96K 0.04%
1,571
212
$91K 0.03%
1,575
213
$90K 0.03%
1,929
+405
214
$89K 0.03%
2,200
+536
215
$88K 0.03%
528
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216
$88K 0.03%
7,212
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217
$88K 0.03%
2,900
218
$86K 0.03%
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219
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220
$83K 0.03%
1,069
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221
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222
$82K 0.03%
618
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223
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1,208
+13
224
$81K 0.03%
1,900
225
$81K 0.03%
540
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10 11