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
$688M
AUM Growth
+$61.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$3M
2
+$2.55M
3
+$2.03M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.46M
5
NVDA icon
NVIDIA
NVDA
+$1.17M

Top Sells

1
+$2.69M
2
+$2.33M
3
+$1.38M
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$1.33M
5
TMO icon
Thermo Fisher Scientific
TMO
+$1.21M

Sector Composition

1 Technology 18.64%
2 Financials 10.47%
3 Healthcare 9.42%
4 Industrials 7.99%
5 Consumer Discretionary 7.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4M 0.58%
27,508
-3,082
52
$3.94M 0.57%
10,277
+650
53
$3.85M 0.56%
32,546
-901
54
$3.67M 0.53%
17,216
+2,171
55
$3.62M 0.53%
98,005
+16,035
56
$3.56M 0.52%
20,315
-715
57
$3.49M 0.51%
7,517
-230
58
$3.48M 0.51%
7,841
-51
59
$3.3M 0.48%
8,023
+978
60
$3.27M 0.48%
3,927
+484
61
$3.03M 0.44%
14,694
-443
62
$2.94M 0.43%
22,677
-2,054
63
$2.91M 0.42%
16,008
-718
64
$2.83M 0.41%
19,034
-1,641
65
$2.82M 0.41%
24,256
+3,950
66
$2.75M 0.4%
73,799
-9,764
67
$2.7M 0.39%
99,573
-792
68
$2.69M 0.39%
4,846
-53
69
$2.66M 0.39%
23,753
+5,010
70
$2.56M 0.37%
54,531
+7,933
71
$2.53M 0.37%
16,024
-1,311
72
$2.46M 0.36%
55,120
+7,415
73
$2.4M 0.35%
9,612
-1,046
74
$2.39M 0.35%
14,747
+1,085
75
$2.35M 0.34%
8,112
-237
1 2
3
4 5