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
$157M
AUM Growth
-$4.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$221K
2
+$202K
3
+$145K
4
ORCL icon
Oracle
ORCL
+$113K
5
CVS icon
CVS Health
CVS
+$102K

Top Sells

1
+$201K
2
+$201K
3
+$184K
4
PPL icon
PPL Corp
PPL
+$152K
5
IRDM icon
Iridium Communications
IRDM
+$146K

Sector Composition

1 Healthcare 16.73%
2 Financials 14.29%
3 Industrials 11.61%
4 Technology 11.28%
5 Energy 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.75M 3.65%
89,094
+1,054
2
$5.49M 3.49%
67,536
+463
3
$4.62M 2.93%
43,398
-673
4
$4.6M 2.92%
67,773
-1,143
5
$4.28M 2.72%
136,600
+876
6
$3.36M 2.13%
29,403
-53
7
$3.07M 1.95%
31,823
-10
8
$2.65M 1.68%
20,925
-284
9
$2.63M 1.67%
42,885
-760
10
$2.48M 1.58%
26,559
+205
11
$2.42M 1.54%
29,678
+381
12
$2.38M 1.51%
18,650
-860
13
$2.37M 1.51%
35,477
-981
14
$2.33M 1.48%
57,876
+1,440
15
$2.33M 1.48%
24,370
+412
16
$2.12M 1.35%
52,525
+2,809
17
$2.09M 1.33%
78,038
-3,217
18
$2.09M 1.33%
15,644
+124
19
$2M 1.27%
29,466
-767
20
$1.93M 1.23%
44,940
+158
21
$1.93M 1.22%
44,388
+1,519
22
$1.88M 1.2%
27,948
-397
23
$1.88M 1.2%
28,500
-54
24
$1.85M 1.18%
69,640
-2,217
25
$1.85M 1.17%
69,987
+2,497
1
2 3 4 5