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
$329M
AUM Growth
+$78.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$2.99M
2
+$1.33M
3
+$1.3M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.28M
5
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$1.19M

Top Sells

1
+$658K
2
+$520K
3
+$157K
4
WBT
Welbilt, Inc.
WBT
+$73.7K
5
IBM icon
IBM
IBM
+$68.3K

Sector Composition

1 Technology 13.37%
2 Financials 13.05%
3 Healthcare 10.26%
4 Consumer Discretionary 6.88%
5 Industrials 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.8M 4.8%
173,404
+12,092
2
$12.8M 3.89%
144,947
-5,886
3
$12.2M 3.72%
257,282
+27,852
4
$10.7M 3.26%
52,714
+4,539
5
$9.6M 2.92%
67,059
+8,921
6
$8.5M 2.58%
61,640
+1,240
7
$8.44M 2.56%
139,541
+2,776
8
$7.93M 2.41%
41,045
+4,861
9
$7.3M 2.22%
136,233
+20,307
10
$6.75M 2.05%
21,796
+9,640
11
$6.11M 1.85%
152,698
+10,462
12
$5.7M 1.73%
19,287
+341
13
$5.57M 1.69%
30,927
+639
14
$5.16M 1.57%
72,700
+6,060
15
$5.04M 1.53%
20,890
+449
16
$4.72M 1.43%
17,946
-20
17
$4.67M 1.42%
49,698
+2,666
18
$4.6M 1.4%
41,254
+1,532
19
$4.41M 1.34%
20,546
+1,998
20
$4.34M 1.32%
32,854
+2,375
21
$3.92M 1.19%
16,620
+480
22
$3.78M 1.15%
100,566
-568
23
$3.37M 1.02%
55,276
-1,002
24
$3.29M 1%
39,801
-404
25
$3.18M 0.97%
23,534
+301
1
2 3 4 5