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
$271M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
627
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$493K
3
+$395K
4
MRO
Marathon Oil Corporation
MRO
+$313K
5
MA icon
Mastercard
MA
+$306K

Top Sells

1
+$314K
2
+$244K
3
+$230K
4
AMGN icon
Amgen
AMGN
+$216K
5
COR icon
Cencora
COR
+$204K

Sector Composition

1 Financials 17.04%
2 Healthcare 12.72%
3 Technology 10.58%
4 Industrials 8.61%
5 Consumer Discretionary 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.6M 4.27%
147,160
+14,789
2
$8.83M 3.25%
156,412
-2,776
3
$5.83M 2.15%
85,809
-365
4
$5.67M 2.09%
105,043
+7,319
5
$5.45M 2.01%
65,140
-744
6
$5.3M 1.95%
29,804
+70
7
$4.88M 1.8%
43,259
-168
8
$4.62M 1.7%
30,782
+1,019
9
$4.5M 1.66%
16,439
+805
10
$4.33M 1.6%
43,220
+4,920
11
$3.93M 1.45%
17,667
+1,373
12
$3.92M 1.45%
33,545
+490
13
$3.83M 1.41%
31,326
-245
14
$3.74M 1.38%
32,686
+742
15
$3.7M 1.36%
76,256
-2,381
16
$3.69M 1.36%
91,725
+1,260
17
$3.48M 1.28%
25,538
+142
18
$3.46M 1.27%
39,328
+253
19
$3.45M 1.27%
57,100
-220
20
$3.24M 1.19%
119,007
+3,738
21
$3.16M 1.17%
18,923
-282
22
$3.09M 1.14%
39,883
-146
23
$3.06M 1.13%
103,996
-2,589
24
$3.04M 1.12%
27,208
+1,113
25
$3.02M 1.11%
58,506
-1,664
1
2 3 4 5