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
$559M
AUM Growth
-$30.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$1.21M
3
+$727K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$647K
5
TJX icon
TJX Companies
TJX
+$409K

Top Sells

1
+$813K
2
+$595K
3
+$562K
4
HUN icon
Huntsman Corp
HUN
+$547K
5
QCOM icon
Qualcomm
QCOM
+$517K

Sector Composition

1 Technology 17.41%
2 Financials 10.78%
3 Healthcare 9.62%
4 Industrials 7.23%
5 Consumer Discretionary 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.12M 0.56%
21,778
-1,555
52
$3.1M 0.55%
27,620
-3,224
53
$2.98M 0.53%
15,680
-259
54
$2.98M 0.53%
7,999
-632
55
$2.93M 0.52%
20,913
+1,398
56
$2.92M 0.52%
8,147
-1,030
57
$2.85M 0.51%
9,445
-487
58
$2.84M 0.51%
18,231
-536
59
$2.83M 0.51%
5,012
+395
60
$2.74M 0.49%
18,399
-1,348
61
$2.7M 0.48%
12,286
-688
62
$2.68M 0.48%
105,690
-3,714
63
$2.54M 0.46%
67,053
-2,322
64
$2.54M 0.45%
6,727
+287
65
$2.36M 0.42%
34,281
-1,983
66
$2.35M 0.42%
104,127
-2,097
67
$2.25M 0.4%
23,233
-1,619
68
$2.25M 0.4%
20,215
-4,658
69
$2.18M 0.39%
8,247
+668
70
$2.18M 0.39%
71,845
+7,555
71
$2.12M 0.38%
13,903
+678
72
$2.09M 0.37%
5,970
-825
73
$2.01M 0.36%
13,779
-821
74
$2M 0.36%
3,093
+409
75
$1.94M 0.35%
4,969
-256
1 2
3
4 5