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
$750M
AUM Growth
+$53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$6.96M
2
+$3.35M
3
+$2.2M
4
TMUS icon
T-Mobile US
TMUS
+$1.62M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.32M

Top Sells

1
+$2.85M
2
+$1.91M
3
+$1.86M
4
AMZN icon
Amazon
AMZN
+$1.23M
5
CMCSA icon
Comcast
CMCSA
+$1.18M

Sector Composition

1 Technology 20.15%
2 Financials 10.15%
3 Healthcare 8.78%
4 Industrials 8.11%
5 Consumer Discretionary 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.88M 0.52%
9,289
+695
52
$3.85M 0.51%
31,119
-279
53
$3.81M 0.51%
25,230
-924
54
$3.76M 0.5%
39,121
-19,880
55
$3.73M 0.5%
7,645
-356
56
$3.62M 0.48%
5,856
-208
57
$3.61M 0.48%
8,914
-1,701
58
$3.52M 0.47%
30,051
+2,303
59
$3.49M 0.46%
19,154
-295
60
$3.39M 0.45%
7,112
-70
61
$3.35M 0.45%
+12,228
62
$3.3M 0.44%
16,694
+221
63
$3.24M 0.43%
30,741
-1,542
64
$3.22M 0.43%
64,520
+4,574
65
$3.15M 0.42%
23,948
-1,088
66
$3.14M 0.42%
75,118
-28,189
67
$3.1M 0.41%
13,885
-209
68
$2.93M 0.39%
4,642
-70
69
$2.8M 0.37%
65,449
-4,298
70
$2.72M 0.36%
22,441
-434
71
$2.67M 0.36%
96,417
-2,520
72
$2.62M 0.35%
19,758
-2,066
73
$2.57M 0.34%
65,952
+6,287
74
$2.55M 0.34%
14,697
-94
75
$2.52M 0.34%
16,843
-1,072
1 2
3
4 5