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
$626M
AUM Growth
-$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$3.05M
2
+$1.41M
3
+$1.06M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$965K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$724K

Top Sells

1
+$796K
2
+$301K
3
+$256K
4
IBM icon
IBM
IBM
+$248K
5
RPM icon
RPM International
RPM
+$238K

Sector Composition

1 Technology 14.62%
2 Financials 11.66%
3 Healthcare 9.39%
4 Industrials 6.29%
5 Consumer Discretionary 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$263K 0.04%
4,860
+557
202
$255K 0.04%
3,221
+307
203
$253K 0.04%
612
+96
204
$247K 0.04%
568
+99
205
$243K 0.04%
6,686
-133
206
$242K 0.04%
2,048
+80
207
$241K 0.04%
+3,127
208
$239K 0.04%
10,088
+240
209
$237K 0.04%
4,967
-1,889
210
$235K 0.04%
1,509
+35
211
$235K 0.04%
4,115
-14
212
$235K 0.04%
3,828
+103
213
$233K 0.04%
3,324
-28
214
$231K 0.04%
1,834
-76
215
$220K 0.04%
1,147
-1
216
$219K 0.04%
601
217
$213K 0.03%
7,684
-2,782
218
$207K 0.03%
+689
219
$205K 0.03%
2,331
-87
220
$201K 0.03%
2,634
221
$14K ﹤0.01%
10,000
222
– –
-1,855
223
– –
-875
224
– –
-2,357
225
– –
-11,184
6 7 8
9
10