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
$626M
AUM Growth
+$67.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$3.51M
2
+$2.39M
3
+$1.33M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.33M
5
NVDA icon
NVIDIA
NVDA
+$1.08M

Top Sells

1
+$1.08M
2
+$1.02M
3
+$941K
4
FITB icon
Fifth Third Bancorp
FITB
+$763K
5
PLD icon
Prologis
PLD
+$652K

Sector Composition

1 Technology 17.88%
2 Financials 10.84%
3 Healthcare 8.94%
4 Industrials 7.36%
5 Consumer Discretionary 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.46M 0.55%
21,030
-748
52
$3.35M 0.53%
25,137
-968
53
$3.34M 0.53%
9,627
+182
54
$3.23M 0.52%
7,892
-255
55
$3.18M 0.51%
7,747
-252
56
$3.03M 0.48%
22,729
-4,891
57
$3.02M 0.48%
24,731
-1,270
58
$2.88M 0.46%
83,563
-22,127
59
$2.87M 0.46%
15,137
-543
60
$2.82M 0.45%
7,045
+318
61
$2.79M 0.45%
3,443
+350
62
$2.74M 0.44%
81,970
+10,125
63
$2.73M 0.44%
67,914
+861
64
$2.72M 0.43%
17,335
-896
65
$2.71M 0.43%
20,675
-2,558
66
$2.69M 0.43%
15,045
+1,142
67
$2.59M 0.41%
16,726
-1,673
68
$2.53M 0.4%
33,631
-650
69
$2.52M 0.4%
100,365
-3,762
70
$2.47M 0.39%
10,658
-1,628
71
$2.26M 0.36%
4,899
-70
72
$2.2M 0.35%
14,184
-697
73
$2.11M 0.34%
8,349
+102
74
$2.09M 0.33%
56,474
-4,926
75
$2.07M 0.33%
9,881
-568
1 2
3
4 5