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
$181M
AUM Growth
+$6.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$663K
2
+$463K
3
+$449K
4
META icon
Meta Platforms (Facebook)
META
+$431K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$328K

Top Sells

1
+$1.8M
2
+$395K
3
+$327K
4
M icon
Macy's
M
+$300K
5
DGX icon
Quest Diagnostics
DGX
+$280K

Sector Composition

1 Healthcare 14.51%
2 Financials 14.4%
3 Industrials 11.89%
4 Technology 9.59%
5 Energy 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.69M 3.7%
79,498
+7,885
2
$5.73M 3.17%
86,232
-890
3
$4.19M 2.32%
148,380
-6,616
4
$3.32M 1.84%
32,300
+211
5
$3.32M 1.84%
41,097
-95
6
$3.05M 1.68%
26,169
+239
7
$3.02M 1.67%
21,303
+772
8
$2.98M 1.65%
21,446
+32
9
$2.92M 1.62%
31,468
+618
10
$2.92M 1.61%
94,360
+6,570
11
$2.9M 1.6%
76,941
+2,397
12
$2.85M 1.58%
26,239
+93
13
$2.84M 1.57%
92,654
+4,350
14
$2.81M 1.55%
42,128
+1,635
15
$2.78M 1.54%
72,900
+2,355
16
$2.58M 1.42%
55,566
+6,565
17
$2.52M 1.39%
33,911
-781
18
$2.51M 1.39%
39,053
+1,784
19
$2.48M 1.37%
63,215
+1,694
20
$2.43M 1.34%
35,384
-654
21
$2.39M 1.32%
132,189
+3,674
22
$2.37M 1.31%
36,997
+3,082
23
$2.35M 1.3%
26,079
-116
24
$2.28M 1.26%
13,692
+913
25
$2.23M 1.23%
52,046
+811
1
2 3 4 5