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
$167M
AUM Growth
+$9.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$1.55M
2
+$1.28M
3
+$1.1M
4
WBT
Welbilt, Inc.
WBT
+$850K
5
BDN
Brandywine Realty Trust
BDN
+$542K

Top Sells

1
+$1.86M
2
+$890K
3
+$248K
4
MCK icon
McKesson
MCK
+$216K
5
GSK icon
GSK
GSK
+$210K

Sector Composition

1 Healthcare 15.58%
2 Financials 13.1%
3 Industrials 11.48%
4 Technology 11.17%
5 Consumer Staples 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.98M 3.57%
72,164
+2,616
2
$5.5M 3.29%
88,752
-1,294
3
$4.17M 2.49%
152,900
+3,128
4
$3.51M 2.1%
40,583
-208
5
$3.19M 1.9%
68,755
+2,811
6
$3.09M 1.84%
20,257
+758
7
$3M 1.79%
31,483
+8
8
$2.98M 1.78%
30,050
+233
9
$2.82M 1.69%
34,282
+1,307
10
$2.82M 1.68%
21,140
+158
11
$2.71M 1.62%
25,263
-112
12
$2.64M 1.58%
35,134
+257
13
$2.63M 1.57%
25,622
-248
14
$2.52M 1.51%
75,843
+6,677
15
$2.48M 1.48%
60,732
-1,292
16
$2.46M 1.47%
83,164
+128
17
$2.36M 1.41%
22,782
+1,160
18
$2.23M 1.33%
37,705
+4,516
19
$2.2M 1.31%
35,489
-177
20
$2.14M 1.28%
33,225
21
$2.13M 1.28%
74,035
+44,410
22
$2.12M 1.26%
46,802
-32
23
$2.08M 1.24%
51,199
+230
24
$2.06M 1.23%
54,053
+1,357
25
$2.02M 1.21%
123,715
+6,851
1
2 3 4 5