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
$206M
AUM Growth
+$8.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$866K
3
+$386K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$353K
5
VZ icon
Verizon
VZ
+$339K

Top Sells

1
+$2.07M
2
+$625K
3
+$342K
4
TGT icon
Target
TGT
+$328K
5
UN
Unilever NV New York Registry Shares
UN
+$252K

Sector Composition

1 Financials 16.15%
2 Healthcare 13.79%
3 Technology 10.28%
4 Industrials 9.77%
5 Energy 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.69M 4.22%
107,189
+3,507
2
$6.86M 3.33%
190,924
+41,976
3
$5.91M 2.87%
79,564
-4,602
4
$3.71M 1.8%
42,263
-555
5
$3.7M 1.8%
32,667
+1,204
6
$3.58M 1.74%
104,460
+135
7
$3.57M 1.73%
79,892
-366
8
$3.52M 1.71%
26,725
-179
9
$3.46M 1.68%
32,227
+95
10
$3.33M 1.61%
37,580
-2,741
11
$3.29M 1.6%
68,439
+6,401
12
$3.23M 1.57%
22,616
+1,434
13
$3.03M 1.47%
96,435
+534
14
$2.97M 1.44%
24,705
-1,698
15
$2.9M 1.41%
38,939
-325
16
$2.83M 1.37%
115,135
-705
17
$2.72M 1.32%
60,938
-2,173
18
$2.72M 1.32%
24,288
-765
19
$2.67M 1.29%
36,342
-630
20
$2.65M 1.28%
19,561
-453
21
$2.59M 1.26%
50,237
-1,353
22
$2.47M 1.2%
18,137
+323
23
$2.45M 1.19%
31,558
-1,447
24
$2.41M 1.17%
14,706
+352
25
$2.4M 1.16%
101,918
+1,220
1
2 3 4 5