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
$158M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$1.74M
2
+$1.31M
3
+$825K
4
TEL icon
TE Connectivity
TEL
+$681K
5
HUN icon
Huntsman Corp
HUN
+$582K

Top Sells

1
+$1.58M
2
+$742K
3
+$662K
4
HPQ icon
HP
HPQ
+$637K
5
IBM icon
IBM
IBM
+$575K

Sector Composition

1 Healthcare 16.92%
2 Financials 14.69%
3 Technology 11.31%
4 Industrials 11.1%
5 Consumer Staples 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.62M 3.56%
69,548
+1,671
2
$5.28M 3.34%
90,046
-3,960
3
$4.23M 2.68%
40,791
-3,572
4
$3.94M 2.5%
149,772
+2,632
5
$3.57M 2.26%
65,944
-2,866
6
$3.13M 1.98%
29,817
-1,023
7
$2.91M 1.84%
19,499
+250
8
$2.83M 1.79%
31,475
-535
9
$2.62M 1.66%
69,166
+6,778
10
$2.58M 1.64%
25,870
-648
11
$2.52M 1.6%
20,982
+21
12
$2.39M 1.52%
32,975
+2,603
13
$2.36M 1.49%
34,877
-586
14
$2.36M 1.49%
25,375
+507
15
$2.3M 1.46%
35,666
+10,535
16
$2.27M 1.44%
62,024
+5,044
17
$2.19M 1.39%
33,189
+1,437
18
$2.19M 1.39%
46,852
+675
19
$2.17M 1.38%
50,969
+3,523
20
$2.16M 1.37%
83,036
-106
21
$2.16M 1.37%
17,542
+942
22
$2.11M 1.34%
21,622
+4,282
23
$2.02M 1.28%
46,834
+388
24
$1.86M 1.18%
14,026
-720
25
$1.84M 1.17%
11,343
+126
1
2 3 4 5