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
$589M
AUM Growth
+$39.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$1.21M
3
+$905K
4
TTEK icon
Tetra Tech
TTEK
+$630K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$606K

Top Sells

1
+$882K
2
+$738K
3
+$619K
4
V icon
Visa
V
+$497K
5
HUN icon
Huntsman Corp
HUN
+$477K

Sector Composition

1 Technology 17.57%
2 Financials 10.74%
3 Healthcare 9.68%
4 Industrials 7.18%
5 Consumer Discretionary 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.39M 0.58%
9,177
-480
52
$3.29M 0.56%
8,631
-332
53
$3.17M 0.54%
27,855
+3,391
54
$3.11M 0.53%
18,767
-368
55
$3.09M 0.52%
9,932
-241
56
$3M 0.51%
15,939
-180
57
$2.96M 0.5%
24,873
-5,197
58
$2.87M 0.49%
109,404
-2,052
59
$2.76M 0.47%
12,974
-517
60
$2.74M 0.47%
69,375
-1,177
61
$2.72M 0.46%
24,852
-702
62
$2.71M 0.46%
19,515
+3,970
63
$2.66M 0.45%
19,747
-627
64
$2.63M 0.45%
36,264
-3,766
65
$2.62M 0.45%
27,520
-745
66
$2.61M 0.44%
6,440
+499
67
$2.52M 0.43%
106,224
+513
68
$2.49M 0.42%
4,617
+426
69
$2.41M 0.41%
24,618
-43
70
$2.34M 0.4%
11,293
-689
71
$2.32M 0.39%
6,795
+116
72
$2.32M 0.39%
18,388
-5,863
73
$2.29M 0.39%
13,225
+1,261
74
$2.22M 0.38%
14,600
-394
75
$2.14M 0.36%
25,451
-636
1 2
3
4 5