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
$215M
AUM Growth
+$8.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$772K
2
+$626K
3
+$499K
4
CWB icon
SPDR Bloomberg Convertible Securities ETF
CWB
+$340K
5
V icon
Visa
V
+$313K

Top Sells

1
+$1.37M
2
+$866K
3
+$623K
4
TRGP icon
Targa Resources
TRGP
+$217K
5
HPE icon
Hewlett Packard
HPE
+$181K

Sector Composition

1 Financials 16.68%
2 Healthcare 13.85%
3 Industrials 10.01%
4 Technology 9.72%
5 Communication Services 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.54M 4.44%
116,621
+9,432
2
$5.87M 2.73%
79,062
-502
3
$5.5M 2.56%
152,796
-38,128
4
$3.89M 1.81%
42,587
+324
5
$3.88M 1.81%
27,973
+1,248
6
$3.74M 1.74%
75,283
+6,844
7
$3.62M 1.69%
79,769
-123
8
$3.61M 1.68%
103,740
-720
9
$3.58M 1.67%
33,671
+1,004
10
$3.53M 1.64%
37,374
-206
11
$3.35M 1.56%
32,160
-67
12
$3.14M 1.46%
25,170
+465
13
$3.13M 1.46%
39,781
+842
14
$3.06M 1.43%
61,076
+138
15
$3.04M 1.42%
117,858
+2,723
16
$3M 1.4%
46,035
+7,658
17
$2.9M 1.35%
37,049
+707
18
$2.87M 1.33%
22,144
-472
19
$2.81M 1.31%
24,323
+35
20
$2.81M 1.31%
19,610
+49
21
$2.78M 1.3%
14,795
+1,564
22
$2.75M 1.28%
96,567
+132
23
$2.71M 1.26%
18,604
+467
24
$2.61M 1.22%
50,281
+44
25
$2.54M 1.18%
14,772
+66
1
2 3 4 5