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
$645M
AUM Growth
+$61.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$5.87M
2
+$2.56M
3
+$1.47M
4
AAPL icon
Apple
AAPL
+$1.23M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$919K

Top Sells

1
+$8.13M
2
+$508K
3
+$291K
4
MDT icon
Medtronic
MDT
+$258K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$211K

Sector Composition

1 Technology 14.97%
2 Financials 11.32%
3 Healthcare 8.81%
4 Consumer Discretionary 6.65%
5 Industrials 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$34.5M 5.35%
194,274
+6,931
2
$23M 3.57%
376,053
-8,284
3
$22.3M 3.45%
66,162
+1,497
4
$22.2M 3.44%
99,860
+11,490
5
$21.3M 3.31%
44,708
+1,645
6
$17.5M 2.71%
210,637
+8,625
7
$17.1M 2.66%
60,862
+759
8
$16.3M 2.52%
192,143
+17,322
9
$15.6M 2.42%
187,970
+3,956
10
$12.8M 1.99%
88,580
+2,740
11
$12.6M 1.95%
246,117
+6,524
12
$12.2M 1.89%
29,470
+928
13
$12.1M 1.87%
72,480
+2,720
14
$10.4M 1.62%
48,213
+1,047
15
$9.06M 1.41%
19,556
+33
16
$9.03M 1.4%
33,753
+425
17
$8.71M 1.35%
54,998
+715
18
$8.08M 1.25%
163,406
+5,525
19
$7.96M 1.23%
51,420
+2,135
20
$7.67M 1.19%
128,058
+98,048
21
$7.13M 1.11%
27,583
+303
22
$7.03M 1.09%
40,465
+1,043
23
$6.92M 1.07%
22,743
+632
24
$6.86M 1.06%
19,099
-2
25
$6.38M 0.99%
130,501
-166,475
1
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