RWA

River Wealth Advisors Portfolio holdings

AUM $892M
1-Year Est. Return 19.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$804M
AUM Growth
+$85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$20.8M
2
+$20.7M
3
+$6.79M
4
NOW icon
ServiceNow
NOW
+$5.73M
5
AAPL icon
Apple
AAPL
+$2.07M

Top Sells

1
+$30.8M
2
+$6.67M
3
+$3.32M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$3.27M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.11M

Sector Composition

1 Technology 21.24%
2 Financials 11.95%
3 Industrials 7.48%
4 Healthcare 7.14%
5 Consumer Discretionary 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.37M 1.04%
139,388
+2,232
27
$7.87M 0.98%
35,989
+1,349
28
$7.81M 0.97%
19,749
-82
29
$7.26M 0.9%
7,329
+183
30
$7.17M 0.89%
6,838
+645
31
$6.75M 0.84%
15,436
-211
32
$6.66M 0.83%
50,434
+955
33
$6.46M 0.8%
17,308
-356
34
$6.37M 0.79%
11,330
-78
35
$6.25M 0.78%
+30,380
36
$6.16M 0.77%
12,124
+907
37
$6.12M 0.76%
121,016
-16,213
38
$5.86M 0.73%
+24,649
39
$5.79M 0.72%
25,317
+1,447
40
$5.64M 0.7%
57,890
-2,281
41
$5.23M 0.65%
66,018
+11,853
42
$5.16M 0.64%
143,571
+14,788
43
$5.14M 0.64%
15,921
+748
44
$5.13M 0.64%
35,859
-616
45
$5M 0.62%
28,729
-1,254
46
$4.63M 0.58%
11,908
-375
47
$4.45M 0.55%
15,793
-468
48
$4.2M 0.52%
19,755
+4,307
49
$4.15M 0.52%
66,909
-844
50
$3.82M 0.48%
13,691
-208
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