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
$464M
AUM Growth
-$78.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$2.38M
2
+$1.14M
3
+$945K
4
TSLA icon
Tesla
TSLA
+$613K
5
QCOM icon
Qualcomm
QCOM
+$405K

Top Sells

1
+$14.8M
2
+$6.98M
3
+$5.36M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$4.22M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.75M

Sector Composition

1 Technology 14.79%
2 Financials 12.07%
3 Healthcare 10.73%
4 Industrials 7.03%
5 Consumer Discretionary 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.77M 0.6%
10,043
-658
52
$2.65M 0.57%
107,901
-19,393
53
$2.63M 0.57%
60,339
-3,149
54
$2.56M 0.55%
63,518
-3,372
55
$2.56M 0.55%
14,077
-348
56
$2.52M 0.54%
16,911
-726
57
$2.5M 0.54%
44,608
-13,123
58
$2.41M 0.52%
9,001
-895
59
$2.35M 0.51%
25,488
-834
60
$2.35M 0.51%
38,459
-2,954
61
$2.25M 0.48%
36,214
+6,347
62
$2.23M 0.48%
25,755
-754
63
$2.17M 0.47%
26,926
+811
64
$2.15M 0.46%
106,788
-2,856
65
$2.12M 0.46%
12,711
-1,522
66
$1.99M 0.43%
24,304
+541
67
$1.95M 0.42%
66,517
+9,860
68
$1.85M 0.4%
49,239
-3,832
69
$1.82M 0.39%
20,177
-4,148
70
$1.81M 0.39%
71,485
-12,051
71
$1.77M 0.38%
166,946
72
$1.75M 0.38%
21,021
-1,153
73
$1.73M 0.37%
19,888
-366
74
$1.69M 0.36%
13,358
-210
75
$1.67M 0.36%
6,247
-135
1 2
3
4 5