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
$750M
AUM Growth
+$53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$6.96M
2
+$3.35M
3
+$2.2M
4
TMUS icon
T-Mobile US
TMUS
+$1.62M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.32M

Top Sells

1
+$2.85M
2
+$1.91M
3
+$1.86M
4
AMZN icon
Amazon
AMZN
+$1.23M
5
CMCSA icon
Comcast
CMCSA
+$1.18M

Sector Composition

1 Technology 20.15%
2 Financials 10.15%
3 Healthcare 8.78%
4 Industrials 8.11%
5 Consumer Discretionary 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.35M 0.98%
8,294
+714
27
$7.24M 0.97%
13,927
-90
28
$7.11M 0.95%
24,642
+1,587
29
$6.96M 0.93%
+120,775
30
$6.71M 0.89%
11,473
+428
31
$6.57M 0.88%
16,891
-776
32
$6.41M 0.85%
7,233
+336
33
$6.17M 0.82%
36,184
-8
34
$6.01M 0.8%
73,610
-22,840
35
$5.9M 0.79%
22,057
-76
36
$5.78M 0.77%
11,711
-274
37
$5.51M 0.73%
18,508
-2,048
38
$5.33M 0.71%
113,076
+6,506
39
$5.3M 0.71%
36,019
+628
40
$5.23M 0.7%
19,323
-10,535
41
$5.03M 0.67%
44,318
+3,665
42
$4.99M 0.67%
19,368
+166
43
$4.89M 0.65%
34,057
-3,197
44
$4.67M 0.62%
14,480
-342
45
$4.51M 0.6%
4,747
+457
46
$4.38M 0.58%
26,219
+637
47
$4.35M 0.58%
29,373
+2,639
48
$4.3M 0.57%
69,023
-182
49
$4.17M 0.56%
34,988
+5,365
50
$4.12M 0.55%
19,853
+1,424
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