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
$754M
AUM Growth
+$4.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$8.18M
2
+$4.09M
3
+$3.86M
4
ACN icon
Accenture
ACN
+$2.82M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$2.42M

Top Sells

1
+$8.07M
2
+$3.66M
3
+$2.57M
4
AMD icon
Advanced Micro Devices
AMD
+$2.43M
5
NVO icon
Novo Nordisk
NVO
+$1.17M

Sector Composition

1 Technology 21.11%
2 Financials 11.25%
3 Healthcare 7.58%
4 Industrials 7.54%
5 Consumer Discretionary 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.38M 0.98%
9,563
+1,269
27
$7.24M 0.96%
138,665
+326
28
$6.97M 0.92%
18,906
-421
29
$6.73M 0.89%
7,348
+115
30
$6.72M 0.89%
36,526
+22,219
31
$6.36M 0.84%
12,578
+1,105
32
$6.11M 0.81%
11,601
-110
33
$5.98M 0.79%
21,366
-691
34
$5.95M 0.79%
16,105
-786
35
$5.87M 0.78%
35,255
-929
36
$5.8M 0.77%
5,659
+912
37
$5.36M 0.71%
36,976
+957
38
$5.25M 0.7%
29,410
+37
39
$5.01M 0.66%
17,257
-1,251
40
$4.94M 0.65%
123,919
+10,843
41
$4.85M 0.64%
13,138
-789
42
$4.66M 0.62%
64,475
-9,135
43
$4.63M 0.61%
46,517
+2,199
44
$4.56M 0.6%
23,920
-2,299
45
$4.55M 0.6%
22,570
+2,717
46
$4.49M 0.59%
10,587
+1,298
47
$4.3M 0.57%
19,435
+67
48
$4.27M 0.57%
68,484
-539
49
$3.93M 0.52%
15,907
-3,416
50
$3.78M 0.5%
30,234
-885
1
2
3 4 5