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
$543M
AUM Growth
-$83.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$693K
3
+$638K
4
TJX icon
TJX Companies
TJX
+$621K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$611K

Top Sells

1
+$936K
2
+$666K
3
+$318K
4
RNP icon
Cohen & Steers REIT and Preferred and Income Fund
RNP
+$313K
5
AMD icon
Advanced Micro Devices
AMD
+$296K

Sector Composition

1 Technology 13.82%
2 Financials 11.64%
3 Healthcare 10.06%
4 Industrials 6.56%
5 Consumer Discretionary 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.03M 0.93%
28,788
+592
27
$4.83M 0.89%
155,249
+6,208
28
$4.72M 0.87%
19,419
-777
29
$4.56M 0.84%
31,496
-7
30
$4.31M 0.79%
32,871
-1,103
31
$4.27M 0.79%
37,735
-578
32
$4.22M 0.78%
55,345
-1
33
$4.08M 0.75%
32,394
-458
34
$4M 0.74%
34,019
+141
35
$4M 0.74%
17,140
+271
36
$3.95M 0.73%
25,052
-93
37
$3.86M 0.71%
96,276
-16,597
38
$3.81M 0.7%
41,132
+724
39
$3.77M 0.69%
34,480
-880
40
$3.77M 0.69%
24,598
+2,315
41
$3.75M 0.69%
33,407
-598
42
$3.7M 0.68%
81,765
-2,370
43
$3.65M 0.67%
20,554
+2,232
44
$3.61M 0.67%
127,294
-3,779
45
$3.61M 0.66%
57,731
-2,137
46
$3.58M 0.66%
37,889
-525
47
$3.55M 0.65%
15,782
-417
48
$3.47M 0.64%
26,752
-959
49
$3.4M 0.63%
26,606
+2,288
50
$3.33M 0.61%
50,262
+1,332
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2
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