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
$697M
AUM Growth
+$9.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.81M
3
+$1.74M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.04M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$877K

Top Sells

1
+$4.7M
2
+$2.05M
3
+$1.14M
4
TMO icon
Thermo Fisher Scientific
TMO
+$859K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$489K

Sector Composition

1 Technology 20.8%
2 Financials 10%
3 Healthcare 8.95%
4 Industrials 7.86%
5 Consumer Discretionary 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.83M 0.55%
8,001
+160
52
$3.69M 0.53%
32,283
+21
53
$3.65M 0.52%
10,615
+338
54
$3.56M 0.51%
31,398
-1,148
55
$3.53M 0.51%
25,036
-472
56
$3.44M 0.49%
26,734
+2,981
57
$3.38M 0.48%
4,290
+363
58
$3.35M 0.48%
6,064
-1,554
59
$3.28M 0.47%
19,449
-866
60
$3.21M 0.46%
8,594
+571
61
$3.19M 0.46%
27,748
+3,492
62
$3.15M 0.45%
7,182
-335
63
$2.97M 0.43%
14,094
-600
64
$2.91M 0.42%
59,946
+5,415
65
$2.83M 0.41%
16,473
+465
66
$2.64M 0.38%
21,824
-853
67
$2.57M 0.37%
98,937
-636
68
$2.55M 0.37%
69,747
-4,052
69
$2.5M 0.36%
12,575
-206
70
$2.48M 0.36%
17,915
-1,119
71
$2.44M 0.35%
14,791
+44
72
$2.41M 0.35%
9,631
+19
73
$2.38M 0.34%
4,712
-134
74
$2.34M 0.34%
7,816
-296
75
$2.3M 0.33%
22,875
-749
1 2
3
4 5