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
$146M
AUM Growth
-$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$508K
2
+$291K
3
+$283K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$243K
5
STI
SunTrust Banks, Inc.
STI
+$202K

Top Sells

1
+$505K
2
+$271K
3
+$219K
4
SNDK
SANDISK CORP
SNDK
+$207K
5
NUE icon
Nucor
NUE
+$96.9K

Sector Composition

1 Healthcare 16.03%
2 Financials 14.91%
3 Technology 11.82%
4 Industrials 10.45%
5 Consumer Staples 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.56M 3.82%
67,877
+341
2
$5.42M 3.72%
94,006
+4,912
3
$4.21M 2.89%
44,363
+965
4
$4.06M 2.79%
147,140
+10,540
5
$3.15M 2.16%
30,840
+1,437
6
$2.77M 1.9%
68,810
+1,037
7
$2.52M 1.73%
32,010
+187
8
$2.5M 1.72%
26,518
-41
9
$2.5M 1.71%
35,463
-14
10
$2.47M 1.7%
20,961
+36
11
$2.39M 1.64%
30,372
+694
12
$2.34M 1.61%
24,868
+498
13
$2.33M 1.6%
19,249
+599
14
$2.23M 1.53%
71,380
+1,740
15
$2.22M 1.53%
62,388
+4,512
16
$2.21M 1.52%
46,177
+3,292
17
$2.06M 1.41%
56,980
+4,455
18
$2.05M 1.4%
83,142
+5,104
19
$1.95M 1.34%
16,600
+956
20
$1.95M 1.34%
47,446
+3,058
21
$1.94M 1.33%
31,752
+2,286
22
$1.89M 1.3%
46,446
+1,506
23
$1.81M 1.24%
14,746
-164
24
$1.79M 1.23%
32,370
+2,731
25
$1.75M 1.21%
72,651
+2,664
1
2 3 4 5