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
$256M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$636K
2
+$480K
3
+$413K
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$407K
5
CWB icon
SPDR Bloomberg Convertible Securities ETF
CWB
+$397K

Top Sells

1
+$329K
2
+$202K
3
+$201K
4
MO icon
Altria Group
MO
+$200K
5
ORCL icon
Oracle
ORCL
+$184K

Sector Composition

1 Financials 17.03%
2 Healthcare 12.12%
3 Technology 10.96%
4 Industrials 8.71%
5 Communication Services 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.5M 4.89%
151,014
+4,118
2
$7.21M 2.81%
145,788
-2,892
3
$6.33M 2.47%
96,287
+3,456
4
$6.04M 2.36%
114,225
+7,518
5
$6M 2.34%
29,168
-100
6
$5.97M 2.33%
34,392
+1,839
7
$5.5M 2.14%
41,034
+3,582
8
$5.03M 1.96%
19,024
+465
9
$5.03M 1.96%
63,020
-734
10
$4.89M 1.91%
34,989
+1,152
11
$4.86M 1.89%
17,204
+108
12
$4.83M 1.88%
43,198
+1,482
13
$4.82M 1.88%
50,940
+4,360
14
$4.3M 1.68%
19,014
-36
15
$4.3M 1.68%
110,700
+8,200
16
$4.01M 1.56%
32,193
+1,773
17
$3.78M 1.48%
28,850
+509
18
$3.46M 1.35%
36,167
+115
19
$3.38M 1.32%
24,586
-7
20
$3.21M 1.25%
65,430
-3,410
21
$3.1M 1.21%
38,414
+1,189
22
$3.1M 1.21%
57,200
+1,040
23
$3.09M 1.21%
27,943
+305
24
$3.05M 1.19%
105,031
+1,756
25
$2.85M 1.11%
39,930
+1,091
1
2 3 4 5