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
$225M
AUM Growth
-$46.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
616
New
Increased
Reduced
Closed

Top Buys

1
+$1.85M
2
+$495K
3
+$408K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$357K
5
AMGN icon
Amgen
AMGN
+$291K

Top Sells

1
+$1.94M
2
+$1.2M
3
+$600K
4
VTRS icon
Viatris
VTRS
+$384K
5
DVN icon
Devon Energy
DVN
+$358K

Sector Composition

1 Financials 16.4%
2 Healthcare 13.33%
3 Technology 10.02%
4 Industrials 8.06%
5 Consumer Discretionary 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.6M 5.15%
146,272
-888
2
$5.95M 2.64%
150,744
-5,668
3
$5.17M 2.3%
87,950
+2,141
4
$4.94M 2.2%
105,594
+551
5
$4.58M 2.04%
29,220
-584
6
$4.53M 2.01%
17,248
+809
7
$4.5M 2%
65,126
-14
8
$4.12M 1.83%
31,191
+409
9
$4.05M 1.8%
41,461
-1,798
10
$3.59M 1.59%
32,706
-839
11
$3.52M 1.57%
34,701
+2,015
12
$3.41M 1.52%
45,400
+2,180
13
$3.4M 1.51%
102,475
+10,750
14
$3.3M 1.47%
17,478
-189
15
$3.27M 1.46%
30,099
-1,227
16
$3.1M 1.38%
71,481
-4,775
17
$3.05M 1.35%
19,029
+106
18
$3.04M 1.35%
15,608
+1,494
19
$2.97M 1.32%
26,866
-342
20
$2.9M 1.29%
24,851
-687
21
$2.86M 1.27%
36,726
-486
22
$2.78M 1.24%
53,260
-3,840
23
$2.77M 1.23%
36,585
-2,743
24
$2.65M 1.18%
38,418
-592
25
$2.5M 1.11%
101,405
-2,591
1
2 3 4 5