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
$250M
AUM Growth
-$45.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$9.41M
2
+$6.25M
3
+$5M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$4.18M
5
KRNY icon
Kearny Financial
KRNY
+$1.35M

Top Sells

1
+$2.57M
2
+$1.02M
3
+$850K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$552K
5
VXF icon
Vanguard Extended Market ETF
VXF
+$537K

Sector Composition

1 Financials 13.84%
2 Technology 12.28%
3 Healthcare 11.3%
4 Industrials 7.06%
5 Communication Services 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.55M 1.02%
27,756
+294
27
$2.38M 0.95%
24,895
+427
28
$2.37M 0.95%
111,810
+4,857
29
$2.31M 0.92%
80,335
-35,410
30
$2.28M 0.91%
31,495
-1,735
31
$2.26M 0.9%
46,707
-215
32
$2.25M 0.9%
18,336
-357
33
$2.21M 0.88%
35,168
-1,335
34
$2.1M 0.84%
41,525
+82
35
$2.09M 0.84%
23,627
-202
36
$2.09M 0.83%
40,226
-1,544
37
$2M 0.8%
23,233
+378
38
$1.92M 0.77%
33,040
-160
39
$1.91M 0.76%
10,038
-74
40
$1.9M 0.76%
134,832
-32,604
41
$1.89M 0.75%
26,152
-180
42
$1.89M 0.75%
10,898
+168
43
$1.87M 0.75%
10,022
-13
44
$1.85M 0.74%
128,076
-8,395
45
$1.81M 0.72%
14,442
+488
46
$1.81M 0.72%
19,983
-5,937
47
$1.79M 0.71%
23,029
+568
48
$1.78M 0.71%
21,576
+210
49
$1.73M 0.69%
13,198
+34
50
$1.66M 0.66%
75,514
+10,018
1
2
3 4 5