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
$519M
AUM Growth
+$55.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$3.52M
2
+$2.91M
3
+$1.67M
4
AMD icon
Advanced Micro Devices
AMD
+$1.23M
5
AVY icon
Avery Dennison
AVY
+$875K

Top Sells

1
+$510K
2
+$491K
3
+$472K
4
ELV icon
Elevance Health
ELV
+$448K
5
WKC icon
World Kinect Corp
WKC
+$404K

Sector Composition

1 Technology 13.91%
2 Financials 12.14%
3 Healthcare 11.12%
4 Industrials 7.22%
5 Consumer Discretionary 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$204K 0.04%
+3,324
202
$200K 0.04%
+2,325
203
$191K 0.04%
10,538
-325
204
$172K 0.03%
14,822
-251
205
$158K 0.03%
+31,967
206
$24.2K ﹤0.01%
10,000
207
– –
-1,509
208
– –
-3,293
209
– –
-12,676
210
– –
-4,667
5 6 7 8
9