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
$626M
AUM Growth
+$67.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$3.51M
2
+$2.39M
3
+$1.33M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.33M
5
NVDA icon
NVIDIA
NVDA
+$1.08M

Top Sells

1
+$1.08M
2
+$1.02M
3
+$941K
4
FITB icon
Fifth Third Bancorp
FITB
+$763K
5
PLD icon
Prologis
PLD
+$652K

Sector Composition

1 Technology 17.88%
2 Financials 10.84%
3 Healthcare 8.94%
4 Industrials 7.36%
5 Consumer Discretionary 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.05M 0.97%
179,748
+1,077
27
$5.79M 0.92%
21,129
-399
28
$5.74M 0.92%
13,452
-118
29
$5.47M 0.87%
22,643
-454
30
$5.36M 0.86%
10,185
+335
31
$5.17M 0.82%
35,045
+3,433
32
$5.15M 0.82%
9,707
-208
33
$5.11M 0.82%
56,568
+1,056
34
$4.78M 0.76%
32,037
-982
35
$4.6M 0.73%
20,334
+791
36
$4.54M 0.73%
18,633
-793
37
$4.41M 0.7%
15,326
-891
38
$4.38M 0.7%
18,098
+144
39
$4.34M 0.69%
54,952
+1,947
40
$4.3M 0.69%
30,590
-1,586
41
$4.17M 0.67%
75,170
+4,160
42
$4.12M 0.66%
29,239
+786
43
$4.1M 0.65%
39,731
-3,120
44
$3.92M 0.63%
89,413
+1,517
45
$3.81M 0.61%
33,447
+88
46
$3.75M 0.6%
32,333
-838
47
$3.75M 0.6%
34,422
+1,051
48
$3.58M 0.57%
22,357
+1,444
49
$3.54M 0.57%
5,366
+354
50
$3.51M 0.56%
33,316
+94
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