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
$221M
AUM Growth
+$6.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$939K
2
+$551K
3
+$484K
4
AMZN icon
Amazon
AMZN
+$430K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$418K

Top Sells

1
+$568K
2
+$449K
3
+$357K
4
TGT icon
Target
TGT
+$343K
5
MAT icon
Mattel
MAT
+$304K

Sector Composition

1 Financials 17.42%
2 Healthcare 13.05%
3 Industrials 9.81%
4 Technology 9.61%
5 Communication Services 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.62M 1.19%
53,860
+1,120
27
$2.62M 1.18%
24,869
+3,010
28
$2.59M 1.17%
102,230
-740
29
$2.57M 1.16%
44,419
-1,000
30
$2.46M 1.11%
41,211
+328
31
$2.45M 1.11%
30,543
+958
32
$2.3M 1.04%
82,355
-395
33
$2.28M 1.03%
136,482
+3,012
34
$2.23M 1.01%
29,009
-1,888
35
$2.14M 0.97%
42,695
-1,153
36
$2.07M 0.93%
27,744
+2,614
37
$2.06M 0.93%
23,787
+5,600
38
$2M 0.9%
17,245
-4,899
39
$1.99M 0.9%
22,331
-800
40
$1.99M 0.9%
14,082
+2,280
41
$1.96M 0.89%
51,702
-2,118
42
$1.92M 0.87%
7,571
+17
43
$1.91M 0.86%
14,652
+242
44
$1.84M 0.83%
13,155
-514
45
$1.83M 0.83%
104,427
+4,880
46
$1.77M 0.8%
15,578
+34
47
$1.75M 0.79%
22,628
+638
48
$1.67M 0.75%
33,648
-4,845
49
$1.61M 0.73%
9,448
+495
50
$1.61M 0.73%
51,242
-267
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