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
$572M
AUM Growth
+$38.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$1.13M
3
+$929K
4
CMCSA icon
Comcast
CMCSA
+$636K
5
CWB icon
SPDR Bloomberg Convertible Securities ETF
CWB
+$440K

Top Sells

1
+$857K
2
+$479K
3
+$393K
4
PM icon
Philip Morris
PM
+$316K
5
XOM icon
Exxon Mobil
XOM
+$305K

Sector Composition

1 Technology 12.84%
2 Financials 11.99%
3 Healthcare 8.61%
4 Industrials 6.47%
5 Consumer Discretionary 6.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$228K 0.04%
4,349
-358
202
$222K 0.04%
3,717
-313
203
$221K 0.04%
+605
204
$216K 0.04%
+2,668
205
$214K 0.04%
+775
206
$213K 0.04%
2,405
207
$212K 0.04%
+1,475
208
$209K 0.04%
+551
209
$208K 0.04%
+1,644
210
$208K 0.04%
+1,551
211
$202K 0.04%
6,680
+164
212
$201K 0.04%
+1,433
213
$14K ﹤0.01%
10,000
214
– –
-10,504
215
– –
-1,213
216
– –
-3,324
217
– –
-3,561
218
– –
-4,856
5 6 7 8
9