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
$383M
AUM Growth
+$53.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$3.52M
2
+$2.28M
3
+$1.54M
4
PLD icon
Prologis
PLD
+$1.52M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.44M

Top Sells

1
+$1.91M
2
+$1.32M
3
+$838K
4
TFC icon
Truist Financial
TFC
+$828K
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$317K

Sector Composition

1 Technology 13.8%
2 Financials 11.85%
3 Healthcare 9.47%
4 Consumer Discretionary 7.3%
5 Industrials 6.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.39M 0.62%
129,204
-2,661
52
$2.38M 0.62%
15,967
+1,259
53
$2.28M 0.6%
30,202
+2,618
54
$2.24M 0.59%
31,163
-580
55
$2.17M 0.57%
11,478
+554
56
$2.14M 0.56%
22,120
-973
57
$2.13M 0.56%
16,134
+1,078
58
$2.1M 0.55%
17,133
+1,429
59
$2.07M 0.54%
57,619
+3,313
60
$1.86M 0.49%
11,316
+516
61
$1.85M 0.48%
23,458
-2,229
62
$1.78M 0.47%
14,200
+448
63
$1.78M 0.46%
21,771
+1,709
64
$1.74M 0.45%
4,834
-164
65
$1.74M 0.45%
81,357
+14
66
$1.67M 0.44%
14,399
-74
67
$1.66M 0.43%
77,132
-8,678
68
$1.61M 0.42%
22,943
-31
69
$1.54M 0.4%
26,404
+2,028
70
$1.5M 0.39%
20,824
-121
71
$1.45M 0.38%
53,287
+5,185
72
$1.41M 0.37%
23,540
+5,080
73
$1.39M 0.36%
4,161
+1,021
74
$1.34M 0.35%
25,463
+8,185
75
$1.34M 0.35%
17,363
+2,452
1 2
3
4 5