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
$174M
AUM Growth
+$6.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$901K
2
+$857K
3
+$572K
4
AAL icon
American Airlines Group
AAL
+$549K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$411K

Top Sells

1
+$1.12M
2
+$788K
3
+$242K
4
MTW icon
Manitowoc
MTW
+$240K
5
AXP icon
American Express
AXP
+$214K

Sector Composition

1 Healthcare 15.69%
2 Financials 13.68%
3 Industrials 11.51%
4 Technology 10.43%
5 Energy 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.04M 3.47%
71,613
-551
2
$5.58M 3.2%
87,122
-1,630
3
$3.7M 2.13%
154,996
+2,096
4
$3.36M 1.93%
32,089
+606
5
$3.27M 1.88%
41,192
+609
6
$3.11M 1.78%
25,930
+667
7
$3.1M 1.78%
20,531
+274
8
$3.05M 1.75%
70,545
+1,790
9
$3.02M 1.73%
30,850
+800
10
$2.88M 1.65%
88,304
+5,140
11
$2.81M 1.62%
21,414
+274
12
$2.77M 1.59%
26,146
+524
13
$2.7M 1.55%
34,692
-442
14
$2.65M 1.52%
74,544
-1,299
15
$2.62M 1.51%
87,790
+13,755
16
$2.52M 1.45%
61,521
+789
17
$2.52M 1.44%
40,493
+2,788
18
$2.52M 1.44%
36,038
+1,756
19
$2.26M 1.3%
23,648
+866
20
$2.23M 1.28%
46,630
-172
21
$2.15M 1.23%
49,001
+13,060
22
$2.13M 1.22%
26,195
+11,075
23
$2.13M 1.22%
56,419
+2,366
24
$2.13M 1.22%
37,269
+1,780
25
$2.1M 1.21%
33,915
+690
1
2 3 4 5