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
$265M
AUM Growth
+$8.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$610K
2
+$538K
3
+$463K
4
AMZN icon
Amazon
AMZN
+$404K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$341K

Top Sells

1
+$523K
2
+$506K
3
+$266K
4
GLW icon
Corning
GLW
+$223K
5
IBM icon
IBM
IBM
+$184K

Sector Composition

1 Financials 16.9%
2 Healthcare 11.63%
3 Technology 11.14%
4 Industrials 8.28%
5 Communication Services 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.7M 4.82%
150,960
-54
2
$8.49M 3.21%
151,700
+5,912
3
$6.6M 2.49%
125,860
+11,635
4
$6.41M 2.42%
98,350
+2,063
5
$6.37M 2.41%
29,450
+282
6
$5.99M 2.26%
34,800
+408
7
$5.92M 2.24%
42,601
+1,567
8
$5.18M 1.96%
19,069
+45
9
$5.15M 1.95%
43,745
+547
10
$4.95M 1.87%
61,920
-1,100
11
$4.83M 1.82%
55,600
+4,660
12
$4.8M 1.81%
36,800
+1,811
13
$4.36M 1.65%
112,705
+2,005
14
$4.27M 1.61%
19,266
+252
15
$4.08M 1.54%
16,974
-230
16
$4M 1.51%
29,216
+366
17
$3.85M 1.46%
32,493
+300
18
$3.76M 1.42%
61,600
+4,400
19
$3.43M 1.3%
24,464
-122
20
$3.35M 1.27%
62,777
-2,653
21
$3.34M 1.26%
35,869
-298
22
$3.27M 1.23%
16,890
+2,395
23
$3.19M 1.2%
136,995
+1,266
24
$3.16M 1.19%
38,940
+526
25
$3.06M 1.16%
105,028
-3
1
2 3 4 5