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
$239M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
568
New
Increased
Reduced
Closed

Top Buys

1
+$367K
2
+$324K
3
+$319K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$317K
5
STZ icon
Constellation Brands
STZ
+$265K

Top Sells

1
+$325K
2
+$271K
3
+$195K
4
UN
Unilever NV New York Registry Shares
UN
+$190K
5
ORCL icon
Oracle
ORCL
+$184K

Sector Composition

1 Financials 16.63%
2 Healthcare 13.09%
3 Technology 10.78%
4 Industrials 8.69%
5 Communication Services 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.9M 4.99%
146,896
+624
2
$7.06M 2.96%
148,680
-2,064
3
$6.02M 2.52%
92,831
+4,881
4
$5.78M 2.42%
29,268
+48
5
$5.58M 2.33%
106,707
+1,113
6
$5.08M 2.13%
32,553
+1,362
7
$5M 2.1%
63,754
-1,372
8
$4.91M 2.05%
17,096
-152
9
$4.42M 1.85%
37,452
+2,751
10
$4.37M 1.83%
18,559
+1,081
11
$4.22M 1.77%
41,716
+255
12
$4.15M 1.74%
46,580
+1,180
13
$3.88M 1.63%
102,500
+25
14
$3.76M 1.57%
33,837
+1,131
15
$3.75M 1.57%
30,420
+321
16
$3.64M 1.52%
19,050
+21
17
$3.47M 1.45%
28,341
+1,475
18
$3.31M 1.38%
56,160
+2,900
19
$3.2M 1.34%
68,840
-2,641
20
$3.02M 1.26%
24,593
-258
21
$2.99M 1.25%
38,839
+421
22
$2.97M 1.24%
37,225
+499
23
$2.92M 1.22%
129,978
+3,506
24
$2.91M 1.22%
36,052
-533
25
$2.85M 1.19%
103,275
+1,870
1
2 3 4 5