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
$543M
AUM Growth
-$83.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$693K
3
+$638K
4
TJX icon
TJX Companies
TJX
+$621K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$611K

Top Sells

1
+$936K
2
+$666K
3
+$318K
4
RNP icon
Cohen & Steers REIT and Preferred and Income Fund
RNP
+$313K
5
AMD icon
Advanced Micro Devices
AMD
+$296K

Sector Composition

1 Technology 13.82%
2 Financials 11.64%
3 Healthcare 10.06%
4 Industrials 6.56%
5 Consumer Discretionary 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.32M 0.61%
98,764
+1,703
52
$3.29M 0.61%
36,656
+647
53
$3.21M 0.59%
22,706
+1,242
54
$3.11M 0.57%
10,824
-118
55
$3.08M 0.57%
66,890
-1,074
56
$3.07M 0.57%
5,976
+290
57
$3.01M 0.55%
63,488
-3,006
58
$2.94M 0.54%
10,701
-84
59
$2.89M 0.53%
41,413
-1,603
60
$2.84M 0.52%
14,425
+896
61
$2.77M 0.51%
9,896
+2
62
$2.74M 0.51%
26,322
+699
63
$2.74M 0.5%
17,637
-558
64
$2.7M 0.5%
7,782
-469
65
$2.54M 0.47%
26,509
+61
66
$2.47M 0.46%
14,233
-609
67
$2.42M 0.45%
47,578
-798
68
$2.35M 0.43%
24,325
-325
69
$2.29M 0.42%
109,644
-5,190
70
$2.28M 0.42%
23,763
-5
71
$2.27M 0.42%
22,174
-584
72
$2.27M 0.42%
83,536
+10,271
73
$2.22M 0.41%
56,657
+8,734
74
$2.14M 0.39%
26,115
+2,096
75
$2.1M 0.39%
53,071
-2,002
1 2
3
4 5