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
$589M
AUM Growth
+$39.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$1.21M
3
+$905K
4
TTEK icon
Tetra Tech
TTEK
+$630K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$606K

Top Sells

1
+$882K
2
+$738K
3
+$619K
4
V icon
Visa
V
+$497K
5
HUN icon
Huntsman Corp
HUN
+$477K

Sector Composition

1 Technology 17.57%
2 Financials 10.74%
3 Healthcare 9.68%
4 Industrials 7.18%
5 Consumer Discretionary 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.41M 0.92%
21,088
+279
27
$5.2M 0.88%
33,056
+198
28
$5.04M 0.85%
9,657
+275
29
$4.89M 0.83%
170,320
+5,090
30
$4.84M 0.82%
54,166
-233
31
$4.79M 0.81%
34,142
-496
32
$4.68M 0.79%
55,174
+3,324
33
$4.48M 0.76%
69,640
+7,170
34
$4.42M 0.75%
9,195
+444
35
$4.34M 0.74%
17,632
+383
36
$4.29M 0.73%
36,049
-1,238
37
$4.19M 0.71%
29,238
38
$4.02M 0.68%
21,016
-1,153
39
$3.85M 0.65%
73,570
-1,215
40
$3.79M 0.64%
17,081
-394
41
$3.78M 0.64%
30,844
-1,317
42
$3.69M 0.63%
35,591
-968
43
$3.68M 0.63%
34,397
-620
44
$3.68M 0.62%
30,413
+10
45
$3.61M 0.61%
46,495
-1,097
46
$3.53M 0.6%
18,355
+1,233
47
$3.49M 0.59%
83,880
+654
48
$3.47M 0.59%
23,333
-300
49
$3.45M 0.58%
49,864
+2,634
50
$3.42M 0.58%
29,667
+3,219
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2
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