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
$550M
AUM Growth
+$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$1.88M
3
+$1.32M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.11M
5
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$941K

Top Sells

1
+$1.13M
2
+$1.08M
3
+$515K
4
PPL icon
PPL Corp
PPL
+$503K
5
OTIS icon
Otis Worldwide
OTIS
+$457K

Sector Composition

1 Technology 16.1%
2 Financials 11.2%
3 Healthcare 10.15%
4 Industrials 7.09%
5 Consumer Discretionary 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$206K 0.04%
+11,846
202
$206K 0.04%
+647
203
$203K 0.04%
+527
204
$183K 0.03%
14,490
-332
205
$178K 0.03%
10,144
-394
206
$21.7K ﹤0.01%
10,000
207
– –
-2,711
208
– –
-2,325
209
– –
-3,641
210
– –
-2,771
211
– –
-5,832
212
– –
-31,967
213
– –
-2,159
214
– –
-4,547
215
– –
-3,572
216
– –
-2,498
5 6 7 8
9