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
$221M
AUM Growth
+$6.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$939K
2
+$551K
3
+$484K
4
AMZN icon
Amazon
AMZN
+$430K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$418K

Top Sells

1
+$568K
2
+$449K
3
+$357K
4
TGT icon
Target
TGT
+$343K
5
MAT icon
Mattel
MAT
+$304K

Sector Composition

1 Financials 17.42%
2 Healthcare 13.05%
3 Industrials 9.81%
4 Technology 9.61%
5 Communication Services 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.1M 0.5%
7,040
-49
77
$1.09M 0.49%
12,068
-803
78
$1.06M 0.48%
14,525
-41
79
$1.03M 0.47%
14,825
-1,228
80
$1.02M 0.46%
11,252
+1,134
81
$1.01M 0.46%
18,093
-214
82
$986K 0.45%
9,077
-571
83
$979K 0.44%
3,000
-166
84
$950K 0.43%
20,009
85
$928K 0.42%
4,907
+350
86
$920K 0.42%
6,218
-150
87
$915K 0.41%
17,141
-30
88
$913K 0.41%
22,015
+2,245
89
$878K 0.4%
5,454
+65
90
$836K 0.38%
10,884
-90
91
$809K 0.37%
6,120
92
$807K 0.37%
3,210
-103
93
$783K 0.35%
7,310
+486
94
$782K 0.35%
17,444
+1,115
95
$769K 0.35%
4,121
+1,258
96
$744K 0.34%
19,083
+876
97
$743K 0.34%
3,624
-3
98
$645K 0.29%
17,592
-516
99
$638K 0.29%
3,197
+1,167
100
$634K 0.29%
3,457
+41
2 3
4
5 6