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
$221M
AUM Growth
+$6.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$939K
2
+$551K
3
+$484K
4
AMZN icon
Amazon
AMZN
+$430K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$418K

Top Sells

1
+$568K
2
+$449K
3
+$357K
4
TGT icon
Target
TGT
+$343K
5
MAT icon
Mattel
MAT
+$304K

Sector Composition

1 Financials 17.42%
2 Healthcare 13.05%
3 Industrials 9.81%
4 Technology 9.61%
5 Communication Services 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.6M 0.72%
43,463
-1,399
52
$1.59M 0.72%
20,858
+235
53
$1.56M 0.71%
19,199
-554
54
$1.52M 0.69%
16,613
-733
55
$1.52M 0.69%
19,015
+594
56
$1.51M 0.69%
31,600
57
$1.48M 0.67%
32,119
-2,578
58
$1.46M 0.66%
8,938
-222
59
$1.46M 0.66%
10,769
-828
60
$1.41M 0.64%
9,710
-655
61
$1.41M 0.64%
17,158
+93
62
$1.38M 0.62%
11,560
-1,088
63
$1.34M 0.61%
27,920
+8,940
64
$1.33M 0.6%
14,229
-453
65
$1.26M 0.57%
17,220
-966
66
$1.24M 0.56%
12,407
+301
67
$1.23M 0.56%
17,504
-246
68
$1.2M 0.54%
13,546
+3,215
69
$1.2M 0.54%
21,787
-1,025
70
$1.2M 0.54%
52,007
-1,375
71
$1.18M 0.53%
6,717
-602
72
$1.17M 0.53%
8,576
+518
73
$1.13M 0.51%
10,326
-561
74
$1.12M 0.51%
13,239
-167
75
$1.12M 0.51%
7,037
+315
1 2
3
4 5