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
$198M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.95M
3
+$896K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$734K
5
AAL icon
American Airlines Group
AAL
+$611K

Top Sells

1
+$864K
2
+$672K
3
+$416K
4
CVS icon
CVS Health
CVS
+$328K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$232K

Sector Composition

1 Financials 16.44%
2 Healthcare 13.12%
3 Industrials 11.14%
4 Technology 9.14%
5 Energy 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.38M 4.24%
103,682
+24,184
2
$6.11M 3.09%
84,166
-2,066
3
$4.31M 2.18%
148,948
+568
4
$3.78M 1.91%
32,132
-168
5
$3.77M 1.91%
80,258
+3,317
6
$3.69M 1.87%
42,818
+690
7
$3.45M 1.75%
104,325
+9,965
8
$3.28M 1.66%
31,463
-5
9
$3.22M 1.63%
26,904
+735
10
$3.21M 1.62%
21,182
-121
11
$3.15M 1.6%
40,321
-776
12
$3.09M 1.56%
26,403
+324
13
$3.08M 1.56%
95,901
+3,247
14
$2.88M 1.46%
20,014
-1,432
15
$2.83M 1.43%
62,038
+6,472
16
$2.72M 1.38%
39,264
+211
17
$2.65M 1.34%
51,590
-456
18
$2.64M 1.33%
36,972
-25
19
$2.62M 1.33%
25,053
-1,186
20
$2.53M 1.28%
33,005
-906
21
$2.43M 1.23%
33,642
-1,742
22
$2.43M 1.23%
63,111
-104
23
$2.35M 1.19%
17,814
+1,722
24
$2.28M 1.15%
45,399
+184
25
$2.21M 1.12%
115,840
+2,565
1
2 3 4 5