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
$237M
AUM Growth
-$3.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$1.19M
2
+$618K
3
+$455K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$305K
5
ECOL
US Ecology, Inc.
ECOL
+$261K

Top Sells

1
+$294K
2
+$275K
3
+$256K
4
MDLZ icon
Mondelez International
MDLZ
+$248K
5
LLY icon
Eli Lilly
LLY
+$220K

Sector Composition

1 Financials 18.27%
2 Healthcare 12.1%
3 Technology 10.11%
4 Industrials 8.88%
5 Communication Services 5.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.2M 4.29%
127,186
+1,278
2
$6.74M 2.84%
160,612
+2,252
3
$5.57M 2.35%
79,970
+4,383
4
$5.21M 2.2%
67,444
-2,166
5
$4.76M 2.01%
92,203
+637
6
$4.71M 1.99%
29,300
+309
7
$4.69M 1.98%
42,621
-726
8
$4.13M 1.74%
79,313
-173
9
$3.88M 1.63%
38,791
-197
10
$3.82M 1.61%
25,258
-170
11
$3.59M 1.51%
31,455
-880
12
$3.44M 1.45%
91,720
-3,275
13
$3.39M 1.43%
28,310
+235
14
$3.33M 1.4%
33,177
+261
15
$3.33M 1.4%
113,908
+678
16
$3.26M 1.37%
14,841
+97
17
$3.19M 1.34%
106,336
+2,234
18
$3.1M 1.31%
105,141
-117
19
$3.01M 1.27%
18,938
+130
20
$3M 1.26%
34,764
+561
21
$2.94M 1.24%
56,780
+1,460
22
$2.9M 1.22%
42,633
+901
23
$2.88M 1.22%
37,460
+500
24
$2.86M 1.2%
31,293
+164
25
$2.75M 1.16%
60,097
+597
1
2 3 4 5