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
$533M
AUM Growth
+$70.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$9.03M
2
+$7.02M
3
+$2.43M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.38M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.15M

Top Sells

1
+$511K
2
+$256K
3
+$235K
4
TFC icon
Truist Financial
TFC
+$230K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$205K

Sector Composition

1 Technology 12.36%
2 Financials 12.06%
3 Healthcare 8.66%
4 Industrials 6.61%
5 Consumer Discretionary 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.13M 0.59%
44,603
-659
52
$3.12M 0.59%
9,770
-54
53
$3.1M 0.58%
10,530
-105
54
$3.06M 0.57%
58,347
-877
55
$3.02M 0.57%
10,791
-213
56
$2.99M 0.56%
120,471
-6,648
57
$2.98M 0.56%
23,405
+1,035
58
$2.96M 0.56%
18,006
+410
59
$2.91M 0.55%
12,774
+926
60
$2.81M 0.53%
18,064
+1,047
61
$2.55M 0.48%
45,642
+547
62
$2.52M 0.47%
21,314
-172
63
$2.46M 0.46%
32,665
+3,700
64
$2.43M 0.46%
19,323
-1,442
65
$2.3M 0.43%
17,315
+1,179
66
$2.18M 0.41%
23,613
+381
67
$2.14M 0.4%
19,800
+1,837
68
$2.13M 0.4%
13,487
-525
69
$2.04M 0.38%
24,037
+1,100
70
$2.02M 0.38%
166,946
71
$1.99M 0.37%
5,458
+1,269
72
$1.91M 0.36%
26,620
+1,372
73
$1.9M 0.36%
6,011
-154
74
$1.9M 0.36%
29,439
+1,629
75
$1.87M 0.35%
17,219
+2,456
1 2
3
4 5