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
$550M
AUM Growth
+$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$1.88M
3
+$1.32M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.11M
5
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$941K

Top Sells

1
+$1.13M
2
+$1.08M
3
+$515K
4
PPL icon
PPL Corp
PPL
+$503K
5
OTIS icon
Otis Worldwide
OTIS
+$457K

Sector Composition

1 Technology 16.1%
2 Financials 11.2%
3 Healthcare 10.15%
4 Industrials 7.09%
5 Consumer Discretionary 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$30M 5.46%
181,878
-6,570
2
$29.6M 5.38%
165,763
+12,031
3
$20.4M 3.72%
70,833
+632
4
$20.3M 3.7%
290,622
+15,897
5
$19.6M 3.57%
47,682
+265
6
$18.4M 3.34%
343,486
+1,959
7
$18M 3.28%
371,305
+19,416
8
$13.5M 2.46%
201,830
+3,722
9
$11.5M 2.08%
50,801
-303
10
$9.66M 1.76%
33,794
+530
11
$9.31M 1.69%
89,795
-3,853
12
$7.8M 1.42%
27,308
-1,301
13
$7.64M 1.39%
41,888
+1,436
14
$7.57M 1.38%
73,304
+658
15
$7.38M 1.34%
16,060
-712
16
$7.23M 1.32%
148,266
+11,309
17
$7.1M 1.29%
54,479
+1,069
18
$6.43M 1.17%
22,397
-561
19
$5.86M 1.07%
29,305
+272
20
$5.68M 1.03%
15,631
-597
21
$5.45M 0.99%
54,399
-1,018
22
$5.41M 0.98%
9,382
+197
23
$5.36M 0.98%
32,858
+880
24
$5.28M 0.96%
24,414
-710
25
$5.14M 0.93%
52,585
+1,518
1
2 3 4 5