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
$533M
AUM Growth
+$70.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$9.03M
2
+$7.02M
3
+$2.43M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.38M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.15M

Top Sells

1
+$511K
2
+$256K
3
+$235K
4
TFC icon
Truist Financial
TFC
+$230K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$205K

Sector Composition

1 Technology 12.36%
2 Financials 12.06%
3 Healthcare 8.66%
4 Industrials 6.61%
5 Consumer Discretionary 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.94M 0.93%
38,277
+23
27
$4.86M 0.91%
25,557
+487
28
$4.61M 0.86%
18,514
+177
29
$4.58M 0.86%
27,649
-101
30
$4.53M 0.85%
59,640
+2,740
31
$4.52M 0.85%
86,825
-35
32
$4.42M 0.83%
25,219
-43
33
$4.07M 0.76%
39,958
-601
34
$4.05M 0.76%
69,495
-3,949
35
$4.05M 0.76%
29,281
+1,649
36
$4.04M 0.76%
49,034
+9,035
37
$4.03M 0.76%
36,331
-1,169
38
$3.89M 0.73%
135,066
+424
39
$3.69M 0.69%
35,720
-660
40
$3.55M 0.67%
7,775
+505
41
$3.48M 0.65%
21,126
+1,803
42
$3.46M 0.65%
32,607
+1,049
43
$3.43M 0.64%
17,207
-377
44
$3.42M 0.64%
61,776
+2,077
45
$3.41M 0.64%
58,674
+3,136
46
$3.27M 0.61%
31,222
+618
47
$3.26M 0.61%
87,078
+2,734
48
$3.23M 0.61%
36,230
+2,733
49
$3.17M 0.6%
10,394
-176
50
$3.15M 0.59%
14,489
+366
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