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
$645M
AUM Growth
+$61.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$5.87M
2
+$2.56M
3
+$1.47M
4
AAPL icon
Apple
AAPL
+$1.23M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$919K

Top Sells

1
+$8.13M
2
+$508K
3
+$291K
4
MDT icon
Medtronic
MDT
+$258K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$211K

Sector Composition

1 Technology 14.97%
2 Financials 11.32%
3 Healthcare 8.81%
4 Consumer Discretionary 6.65%
5 Industrials 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$269K 0.04%
1,474
+65
202
$268K 0.04%
+1,910
203
$257K 0.04%
2,914
-218
204
$257K 0.04%
+6,819
205
$256K 0.04%
875
+125
206
$252K 0.04%
9,848
-4,172
207
$248K 0.04%
1,855
+189
208
$241K 0.04%
4,303
-573
209
$238K 0.04%
+2,357
210
$235K 0.04%
3,725
+4
211
$235K 0.04%
601
212
$231K 0.04%
1,148
+76
213
$229K 0.04%
763
-14
214
$228K 0.04%
+469
215
$224K 0.03%
3,352
+28
216
$220K 0.03%
+2,634
217
$212K 0.03%
2,418
-268
218
$204K 0.03%
+653
219
$200K 0.03%
+1,033
220
$200K 0.03%
1,475
-120
221
$12K ﹤0.01%
10,000
222
$12K ﹤0.01%
+5,702
223
– –
-1,587
224
– –
-2,058
225
– –
-2,223
6 7 8
9
10