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
$225M
AUM Growth
-$46.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
616
New
Increased
Reduced
Closed

Top Buys

1
+$1.85M
2
+$495K
3
+$408K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$357K
5
AMGN icon
Amgen
AMGN
+$291K

Top Sells

1
+$1.94M
2
+$1.2M
3
+$600K
4
VTRS icon
Viatris
VTRS
+$384K
5
DVN icon
Devon Energy
DVN
+$358K

Sector Composition

1 Financials 16.4%
2 Healthcare 13.33%
3 Technology 10.02%
4 Industrials 8.06%
5 Consumer Discretionary 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$81K 0.04%
456
-72
202
$80K 0.04%
2,317
+117
203
$79K 0.04%
1,575
204
$78K 0.03%
1,704
-883
205
$76K 0.03%
1,976
+111
206
$76K 0.03%
1,592
+241
207
$75K 0.03%
445
208
$75K 0.03%
7,234
+22
209
$71K 0.03%
663
+120
210
$71K 0.03%
618
211
$71K 0.03%
1,399
-25
212
$70K 0.03%
2,167
+70
213
$70K 0.03%
1,221
+13
214
$69K 0.03%
599
-574
215
$69K 0.03%
540
216
$68K 0.03%
1,432
217
$67K 0.03%
1,025
-100
218
$67K 0.03%
2,249
-1,199
219
$67K 0.03%
1,352
-219
220
$66K 0.03%
999
-35
221
$65K 0.03%
579
222
$62K 0.03%
510
223
$61K 0.03%
540
+180
224
$61K 0.03%
880
-340
225
$60K 0.03%
1,181
-829
7 8
9
10 11