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
$250M
AUM Growth
-$45.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$9.41M
2
+$6.25M
3
+$5M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$4.18M
5
KRNY icon
Kearny Financial
KRNY
+$1.35M

Top Sells

1
+$2.57M
2
+$1.02M
3
+$850K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$552K
5
VXF icon
Vanguard Extended Market ETF
VXF
+$537K

Sector Composition

1 Financials 13.84%
2 Technology 12.28%
3 Healthcare 11.3%
4 Industrials 7.06%
5 Communication Services 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.65M 0.66%
20,959
+142
52
$1.65M 0.66%
47,835
-838
53
$1.63M 0.65%
9,786
-448
54
$1.61M 0.64%
5,693
+162
55
$1.58M 0.63%
29,428
+181
56
$1.56M 0.63%
14,014
-1,043
57
$1.54M 0.62%
10,740
-1,369
58
$1.5M 0.6%
18,705
+1,004
59
$1.49M 0.6%
15,195
-123
60
$1.44M 0.57%
24,182
+1,227
61
$1.42M 0.57%
63,817
+1,744
62
$1.42M 0.57%
22,984
-1,555
63
$1.35M 0.54%
+156,946
64
$1.21M 0.48%
9,040
-703
65
$1.18M 0.47%
79,463
-8,500
66
$1.18M 0.47%
4,803
-319
67
$1.1M 0.44%
9,168
68
$1.1M 0.44%
12,795
+1,462
69
$1.08M 0.43%
43,909
+2,337
70
$1.07M 0.43%
20,028
-1,443
71
$1M 0.4%
32,537
-7,442
72
$957K 0.38%
18,977
-2,924
73
$946K 0.38%
27,831
+889
74
$945K 0.38%
12,855
-117
75
$935K 0.37%
17,274
+7,739
1 2
3
4 5