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
$754M
AUM Growth
+$4.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$8.18M
2
+$4.09M
3
+$3.86M
4
ACN icon
Accenture
ACN
+$2.82M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$2.42M

Top Sells

1
+$8.07M
2
+$3.66M
3
+$2.57M
4
AMD icon
Advanced Micro Devices
AMD
+$2.43M
5
NVO icon
Novo Nordisk
NVO
+$1.17M

Sector Composition

1 Technology 21.11%
2 Financials 11.25%
3 Healthcare 7.58%
4 Industrials 7.54%
5 Consumer Discretionary 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.69M 0.49%
14,142
-338
52
$3.58M 0.47%
29,606
-20,085
53
$3.5M 0.46%
18,422
-732
54
$3.5M 0.46%
69,156
+3,204
55
$3.49M 0.46%
32,472
+2,421
56
$3.44M 0.46%
31,634
-2,423
57
$3.2M 0.42%
8,234
-680
58
$3.16M 0.42%
6,181
-1,464
59
$2.98M 0.39%
20,829
-4,401
60
$2.91M 0.39%
16,343
-500
61
$2.87M 0.38%
13,512
-373
62
$2.85M 0.38%
16,036
-658
63
$2.83M 0.38%
28,534
-2,207
64
$2.82M 0.37%
6,724
-388
65
$2.78M 0.37%
5,343
-513
66
$2.75M 0.36%
4,323
-319
67
$2.71M 0.36%
71,269
+6,749
68
$2.61M 0.35%
94,272
-2,145
69
$2.57M 0.34%
60,872
-4,577
70
$2.52M 0.33%
22,157
-1,791
71
$2.51M 0.33%
21,719
-722
72
$2.35M 0.31%
14,022
-675
73
$2.32M 0.31%
12,034
-459
74
$2.31M 0.31%
3,941
+7
75
$2.27M 0.3%
6,253
-50
1 2
3
4 5