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
$383M
AUM Growth
+$53.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$3.52M
2
+$2.28M
3
+$1.54M
4
PLD icon
Prologis
PLD
+$1.52M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.44M

Top Sells

1
+$1.91M
2
+$1.32M
3
+$838K
4
TFC icon
Truist Financial
TFC
+$828K
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$317K

Sector Composition

1 Technology 13.8%
2 Financials 11.85%
3 Healthcare 9.47%
4 Consumer Discretionary 7.3%
5 Industrials 6.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.59M 0.94%
56,341
+1,065
27
$3.37M 0.88%
17,669
-593
28
$3.3M 0.86%
39,801
29
$3.2M 0.83%
86,320
-2,345
30
$3.18M 0.83%
26,216
+2,869
31
$3.08M 0.8%
39,191
-1,533
32
$3.01M 0.79%
23,225
+3,200
33
$3.01M 0.79%
124,953
+5,070
34
$3M 0.78%
78,815
-21,751
35
$2.91M 0.76%
131,007
+401
36
$2.87M 0.75%
10,323
+413
37
$2.86M 0.75%
28,380
+15,124
38
$2.83M 0.74%
41,898
-4,696
39
$2.82M 0.74%
6,384
+426
40
$2.79M 0.73%
28,234
+303
41
$2.78M 0.72%
25,269
+111
42
$2.77M 0.72%
10,586
+221
43
$2.76M 0.72%
9,945
-9
44
$2.76M 0.72%
59,664
-4,453
45
$2.75M 0.72%
46,297
+10,279
46
$2.73M 0.71%
45,670
-842
47
$2.67M 0.7%
36,380
-420
48
$2.6M 0.68%
10,925
-224
49
$2.54M 0.66%
24,843
+921
50
$2.49M 0.65%
40,409
-1,949
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