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
$697M
AUM Growth
+$9.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.81M
3
+$1.74M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.04M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$877K

Top Sells

1
+$4.7M
2
+$2.05M
3
+$1.14M
4
TMO icon
Thermo Fisher Scientific
TMO
+$859K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$489K

Sector Composition

1 Technology 20.8%
2 Financials 10%
3 Healthcare 8.95%
4 Industrials 7.86%
5 Consumer Discretionary 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.21M 1.03%
44,429
+3,696
27
$6.86M 0.98%
7,580
+2,003
28
$6.58M 0.94%
29,858
-1,528
29
$5.88M 0.84%
23,055
+811
30
$5.86M 0.84%
6,897
+272
31
$5.86M 0.84%
59,001
+38
32
$5.81M 0.83%
17,667
-554
33
$5.62M 0.81%
11,045
+567
34
$5.54M 0.79%
22,133
-615
35
$5.54M 0.79%
35,391
+1,636
36
$5.3M 0.76%
20,556
-488
37
$5.29M 0.76%
11,985
-557
38
$5.11M 0.73%
36,192
-242
39
$5.03M 0.72%
40,653
+3,205
40
$4.98M 0.71%
28,274
+2,139
41
$4.94M 0.71%
19,202
+434
42
$4.69M 0.67%
25,582
-2,666
43
$4.63M 0.66%
14,822
-48
44
$4.36M 0.63%
106,570
+8,565
45
$4.23M 0.61%
29,623
+13,786
46
$4.1M 0.59%
37,254
-1,020
47
$4.05M 0.58%
69,205
-1,750
48
$4.05M 0.58%
103,307
+6,549
49
$3.93M 0.56%
26,154
-1,354
50
$3.93M 0.56%
18,429
+1,213
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