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RWA

River Wealth Advisors Portfolio holdings

AUM $871M
1-Year Est. Return 20.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$855M
AUM Growth
+$50.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$4.03M
2
+$1.31M
3
+$1.26M
4
SMLF icon
iShares US Small Cap Equity Factor ETF
SMLF
+$1.05M
5
XSMO icon
Invesco S&P SmallCap Momentum ETF
XSMO
+$928K

Top Sells

1
+$5.86M
2
+$3.37M
3
+$2.87M
4
ELV icon
Elevance Health
ELV
+$2.21M
5
ARW icon
Arrow Electronics
ARW
+$1.12M

Sector Composition

1 Technology 22.02%
2 Financials 11.72%
3 Communication Services 7.35%
4 Industrials 7.1%
5 Healthcare 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.4M 0.98%
7,205
+367
27
$7.79M 0.91%
32,857
-688
28
$7.73M 0.9%
57,724
-166
29
$7.27M 0.85%
51,765
+1,331
30
$7.26M 0.85%
19,647
-102
31
$7.11M 0.83%
181,317
+8,350
32
$6.88M 0.8%
81,924
+15,906
33
$6.83M 0.8%
37,135
+6,755
34
$6.75M 0.79%
7,288
-41
35
$6.44M 0.75%
15,264
-172
36
$6.35M 0.74%
11,172
-158
37
$6.04M 0.71%
27,365
+2,048
38
$5.91M 0.69%
12,923
+799
39
$5.89M 0.69%
115,798
-5,218
40
$5.73M 0.67%
55,611
+40,516
41
$5.59M 0.65%
16,982
-326
42
$5.43M 0.64%
16,510
+589
43
$5.36M 0.63%
34,546
-1,313
44
$5.12M 0.6%
21,040
-257
45
$4.97M 0.58%
148,907
+5,336
46
$4.6M 0.54%
27,451
-1,278
47
$4.31M 0.5%
19,651
-335
48
$4.31M 0.5%
66,032
-877
49
$4.16M 0.49%
19,576
-179
50
$4.11M 0.48%
15,083
-710
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