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
$464M
AUM Growth
-$78.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$2.38M
2
+$1.14M
3
+$945K
4
TSLA icon
Tesla
TSLA
+$613K
5
QCOM icon
Qualcomm
QCOM
+$405K

Top Sells

1
+$14.8M
2
+$6.98M
3
+$5.36M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$4.22M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.75M

Sector Composition

1 Technology 14.79%
2 Financials 12.07%
3 Healthcare 10.73%
4 Industrials 7.03%
5 Consumer Discretionary 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.31M 0.93%
29,998
-1,498
27
$4.18M 0.9%
18,543
-876
28
$4M 0.86%
30,021
-2,373
29
$3.94M 0.85%
35,672
-2,063
30
$3.92M 0.85%
41,116
-16
31
$3.69M 0.8%
36,108
-548
32
$3.65M 0.79%
24,415
-637
33
$3.6M 0.78%
15,666
-1,474
34
$3.55M 0.76%
24,504
-2,248
35
$3.41M 0.74%
30,192
+3,586
36
$3.41M 0.74%
26,832
-6,039
37
$3.32M 0.71%
49,244
-1,018
38
$3.31M 0.71%
75,375
-6,390
39
$3.26M 0.7%
32,085
-1,934
40
$3.24M 0.7%
23,968
+1,262
41
$3.24M 0.7%
35,984
-1,905
42
$3.23M 0.7%
19,795
-759
43
$3.23M 0.7%
14,109
-1,673
44
$3.23M 0.7%
6,394
+418
45
$3.16M 0.68%
98,866
+102
46
$3.14M 0.68%
32,640
-1,840
47
$2.94M 0.63%
21,919
-2,679
48
$2.87M 0.62%
31,082
-2,325
49
$2.85M 0.61%
81,767
-14,509
50
$2.79M 0.6%
10,341
-483
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