We are live on ! Find out more
RWA

River Wealth Advisors Portfolio holdings

AUM $871M
1-Year Est. Return 20.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$855M
AUM Growth
+$50.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$4.03M
2
+$1.31M
3
+$1.26M
4
SMLF icon
iShares US Small Cap Equity Factor ETF
SMLF
+$1.05M
5
XSMO icon
Invesco S&P SmallCap Momentum ETF
XSMO
+$928K

Top Sells

1
+$5.86M
2
+$3.37M
3
+$2.87M
4
ELV icon
Elevance Health
ELV
+$2.21M
5
ARW icon
Arrow Electronics
ARW
+$1.12M

Sector Composition

1 Technology 22.02%
2 Financials 11.72%
3 Communication Services 7.35%
4 Industrials 7.1%
5 Healthcare 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.95M 0.46%
6,575
+68
52
$3.82M 0.45%
13,536
-155
53
$3.81M 0.45%
29,356
-101
54
$3.78M 0.44%
33,491
-1,419
55
$3.74M 0.44%
28,311
-2,307
56
$3.51M 0.41%
20,953
-18
57
$3.5M 0.41%
15,120
-143
58
$3.47M 0.41%
16,592
-737
59
$3.3M 0.39%
84,118
+4,698
60
$3.19M 0.37%
12,698
-587
61
$3.17M 0.37%
4,187
-16
62
$3.17M 0.37%
37,847
+6,908
63
$3.02M 0.35%
17,461
+4,313
64
$3M 0.35%
7,400
-54
65
$2.97M 0.35%
6,232
66
$2.91M 0.34%
3,961
+50
67
$2.81M 0.33%
5,913
-38
68
$2.8M 0.33%
94,502
+4,558
69
$2.67M 0.31%
4,004
+627
70
$2.6M 0.3%
3,263
-47
71
$2.5M 0.29%
12,418
-173
72
$2.38M 0.28%
121,781
+2,293
73
$2.36M 0.28%
7,932
-87
74
$2.36M 0.28%
52,879
-1,264
75
$2.35M 0.27%
11,678
+32
1 2
3
4 5