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
$584M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$1.27M
3
+$1.15M
4
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$1.08M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$942K

Top Sells

1
+$252K
2
+$234K
3
+$213K
4
GPC icon
Genuine Parts
GPC
+$208K
5
HPQ icon
HP
HPQ
+$202K

Sector Composition

1 Technology 13.14%
2 Financials 12.19%
3 Healthcare 8.68%
4 Consumer Discretionary 6.19%
5 Industrials 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$26.5M 4.54%
187,343
+881
2
$23.4M 4.01%
384,337
+31,804
3
$19.3M 3.31%
88,370
+5,241
4
$18.6M 3.18%
43,063
+2,187
5
$18.2M 3.12%
64,665
+1,203
6
$16.8M 2.88%
60,103
+53
7
$15.8M 2.71%
202,012
+11,949
8
$15.7M 2.69%
184,014
+4,571
9
$15M 2.56%
296,976
+25,160
10
$14.9M 2.56%
174,821
+559
11
$12.4M 2.12%
239,593
+20,870
12
$11.5M 1.97%
85,840
+1,300
13
$11.5M 1.96%
69,760
+1,940
14
$10.5M 1.8%
47,166
+1,587
15
$9.13M 1.56%
28,542
+928
16
$8.89M 1.52%
54,283
+1,076
17
$8.79M 1.51%
33,328
+499
18
$8.34M 1.43%
49,285
+1,953
19
$7.9M 1.35%
157,881
+468
20
$7.28M 1.25%
19,523
+369
21
$6.64M 1.14%
19,101
-183
22
$6.26M 1.07%
34,351
-226
23
$6.01M 1.03%
141,509
+3,691
24
$5.93M 1.02%
39,422
+2,091
25
$5.66M 0.97%
22,111
+676
1
2 3 4 5