RWA

River Wealth Advisors Portfolio holdings

AUM $892M
1-Year Est. Return 19.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$804M
AUM Growth
+$85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$20.8M
2
+$20.7M
3
+$6.79M
4
NOW icon
ServiceNow
NOW
+$5.73M
5
AAPL icon
Apple
AAPL
+$2.07M

Top Sells

1
+$30.8M
2
+$6.67M
3
+$3.32M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$3.27M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.11M

Sector Composition

1 Technology 21.24%
2 Financials 11.95%
3 Industrials 7.48%
4 Healthcare 7.14%
5 Consumer Discretionary 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.78M 0.47%
21,297
-302
52
$3.76M 0.47%
34,910
+774
53
$3.64M 0.45%
29,457
-376
54
$3.59M 0.45%
6,507
+399
55
$3.5M 0.44%
11,227
-1,305
56
$3.44M 0.43%
79,420
+8,343
57
$3.37M 0.42%
19,986
-227
58
$3.37M 0.42%
20,707
+1,871
59
$3.34M 0.42%
17,329
+49
60
$3.23M 0.4%
30,618
-580
61
$3.06M 0.38%
20,971
+225
62
$2.95M 0.37%
13,285
-1,809
63
$2.94M 0.36%
4,203
-11
64
$2.89M 0.36%
3,911
-29
65
$2.83M 0.35%
15,263
-4
66
$2.79M 0.35%
5,951
-112
67
$2.75M 0.34%
12,591
-304
68
$2.73M 0.34%
7,454
-154
69
$2.52M 0.31%
89,944
-451
70
$2.42M 0.3%
6,232
+145
71
$2.34M 0.29%
3,310
-5
72
$2.33M 0.29%
119,488
+12,634
73
$2.3M 0.29%
30,939
+12,449
74
$2.29M 0.28%
13,148
+5,002
75
$2.23M 0.28%
54,143
-1,912
1 2
3
4 5