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
$296M
AUM Growth
+$31.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$2.71M
2
+$653K
3
+$569K
4
MSFT icon
Microsoft
MSFT
+$512K
5
BMY icon
Bristol-Myers Squibb
BMY
+$423K

Top Sells

1
+$2.73M
2
+$436K
3
+$353K
4
DVN icon
Devon Energy
DVN
+$329K
5
DXC icon
DXC Technology
DXC
+$251K

Sector Composition

1 Financials 16.86%
2 Technology 11.96%
3 Healthcare 11.55%
4 Industrials 8.5%
5 Communication Services 6.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.6M 4.27%
150,563
-397
2
$11.5M 3.9%
157,068
+5,368
3
$7.39M 2.5%
133,208
+7,348
4
$7.24M 2.45%
104,285
+5,935
5
$7.23M 2.45%
45,850
+3,249
6
$6.61M 2.24%
35,177
+377
7
$6.28M 2.12%
29,897
+447
8
$6.25M 2.11%
110,883
+48,106
9
$6.2M 2.1%
44,467
+722
10
$5.74M 1.94%
19,238
+169
11
$5.57M 1.88%
38,483
+1,683
12
$5.41M 1.83%
58,540
+2,940
13
$5.41M 1.83%
17,897
+923
14
$5.31M 1.79%
62,170
+250
15
$4.76M 1.61%
115,745
+3,040
16
$4.63M 1.56%
19,688
+422
17
$4.35M 1.47%
64,920
+3,320
18
$4.07M 1.38%
29,803
+587
19
$4M 1.35%
33,230
+737
20
$3.91M 1.32%
24,468
+4
21
$3.77M 1.27%
106,953
+1,925
22
$3.73M 1.26%
17,728
+2,703
23
$3.64M 1.23%
15,081
-1,809
24
$3.54M 1.2%
41,770
+801
25
$3.5M 1.18%
36,503
+634
1
2 3 4 5