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
$559M
AUM Growth
-$30.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$1.21M
3
+$727K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$647K
5
TJX icon
TJX Companies
TJX
+$409K

Top Sells

1
+$813K
2
+$595K
3
+$562K
4
HUN icon
Huntsman Corp
HUN
+$547K
5
QCOM icon
Qualcomm
QCOM
+$517K

Sector Composition

1 Technology 17.41%
2 Financials 10.78%
3 Healthcare 9.62%
4 Industrials 7.23%
5 Consumer Discretionary 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.37M 0.96%
13,570
-1,502
27
$5.31M 0.95%
59,780
+4,606
28
$5.09M 0.91%
81,240
+11,600
29
$5.02M 0.9%
9,915
+258
30
$4.97M 0.89%
9,850
+655
31
$4.95M 0.88%
23,097
-842
32
$4.89M 0.88%
178,671
+8,351
33
$4.51M 0.81%
17,954
+322
34
$4.5M 0.8%
55,512
+1,346
35
$4.36M 0.78%
16,217
-864
36
$4.07M 0.73%
19,543
+1,188
37
$3.97M 0.71%
32,176
-1,966
38
$3.97M 0.71%
33,171
-2,420
39
$3.94M 0.71%
19,426
-1,590
40
$3.9M 0.7%
87,896
+4,016
41
$3.75M 0.67%
28,453
-1,960
42
$3.7M 0.66%
53,005
+3,141
43
$3.54M 0.63%
71,010
-2,560
44
$3.52M 0.63%
33,222
-2,827
45
$3.44M 0.61%
33,371
+3,704
46
$3.37M 0.6%
33,359
-1,038
47
$3.26M 0.58%
26,001
-3,237
48
$3.25M 0.58%
31,612
+3,757
49
$3.17M 0.57%
42,851
-3,644
50
$3.14M 0.56%
26,105
-1,415
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