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
$688M
AUM Growth
+$61.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$3M
2
+$2.55M
3
+$2.03M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.46M
5
NVDA icon
NVIDIA
NVDA
+$1.17M

Top Sells

1
+$2.69M
2
+$2.33M
3
+$1.38M
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$1.33M
5
TMO icon
Thermo Fisher Scientific
TMO
+$1.21M

Sector Composition

1 Technology 18.64%
2 Financials 10.47%
3 Healthcare 9.42%
4 Industrials 7.99%
5 Consumer Discretionary 7.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.27M 1.06%
71,700
+6,727
27
$7.21M 1.05%
58,963
+2,395
28
$6.96M 1.01%
183,440
+3,692
29
$6.04M 0.88%
12,542
-910
30
$5.93M 0.86%
22,748
+105
31
$5.76M 0.84%
22,244
+1,910
32
$5.47M 0.8%
18,221
-412
33
$5.32M 0.77%
33,755
+1,718
34
$5.18M 0.75%
10,478
+293
35
$5.1M 0.74%
18,768
+670
36
$5.1M 0.74%
21,044
-85
37
$4.94M 0.72%
37,448
+3,026
38
$4.85M 0.71%
6,625
+1,259
39
$4.7M 0.68%
58,931
+3,979
40
$4.62M 0.67%
38,274
-1,457
41
$4.58M 0.67%
36,434
+3,118
42
$4.43M 0.64%
7,618
-2,089
43
$4.34M 0.63%
5,577
+3,859
44
$4.31M 0.63%
70,955
-4,215
45
$4.3M 0.63%
28,248
-991
46
$4.27M 0.62%
26,135
+3,778
47
$4.23M 0.61%
14,870
-456
48
$4.19M 0.61%
96,758
+7,345
49
$4.17M 0.61%
25,508
+371
50
$4.11M 0.6%
32,262
-71
1
2
3 4 5