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
$584M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$1.27M
3
+$1.15M
4
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$1.08M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$942K

Top Sells

1
+$252K
2
+$234K
3
+$213K
4
GPC icon
Genuine Parts
GPC
+$208K
5
HPQ icon
HP
HPQ
+$202K

Sector Composition

1 Technology 13.14%
2 Financials 12.19%
3 Healthcare 8.68%
4 Consumer Discretionary 6.19%
5 Industrials 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$236K 0.04%
1,072
+111
202
$235K 0.04%
1,409
203
$232K 0.04%
775
204
$230K 0.04%
3,721
+4
205
$229K 0.04%
1,538
-159
206
$225K 0.04%
1,595
+120
207
$222K 0.04%
+777
208
$221K 0.04%
1,666
+233
209
$220K 0.04%
+750
210
$220K 0.04%
2,686
-20
211
$212K 0.04%
+1,799
212
$211K 0.04%
1,587
+36
213
$211K 0.04%
+2,223
214
$206K 0.04%
+6,582
215
$202K 0.03%
+3,324
216
$14K ﹤0.01%
10,000
217
– –
-1,644
218
– –
-6,680
219
– –
-2,405
220
– –
-4,445
5 6 7 8
9