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
$250M
AUM Growth
-$45.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$9.41M
2
+$6.25M
3
+$5M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$4.18M
5
KRNY icon
Kearny Financial
KRNY
+$1.35M

Top Sells

1
+$2.57M
2
+$1.02M
3
+$850K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$552K
5
VXF icon
Vanguard Extended Market ETF
VXF
+$537K

Sector Composition

1 Financials 13.84%
2 Technology 12.28%
3 Healthcare 11.3%
4 Industrials 7.06%
5 Communication Services 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$932K 0.37%
9,541
-324
77
$926K 0.37%
11,189
+1,033
78
$911K 0.36%
11,957
-1,231
79
$882K 0.35%
6,456
-32
80
$863K 0.34%
7,844
+190
81
$855K 0.34%
14,404
-92
82
$853K 0.34%
81,044
-6,929
83
$847K 0.34%
5,803
-113
84
$829K 0.33%
3,215
+605
85
$825K 0.33%
12,430
-8
86
$797K 0.32%
6,140
-389
87
$791K 0.32%
13,156
-172
88
$773K 0.31%
5,440
-106
89
$753K 0.3%
6,527
+2,148
90
$726K 0.29%
3,972
-101
91
$722K 0.29%
8,978
+1,756
92
$694K 0.28%
12,360
-7,369
93
$673K 0.27%
19,475
-1,213
94
$658K 0.26%
5,015
-441
95
$637K 0.25%
96,680
-1,000
96
$633K 0.25%
2,675
-91
97
$586K 0.23%
5,049
-18
98
$564K 0.23%
6,069
+4
99
$554K 0.22%
4,009
-18
100
$553K 0.22%
+22,297
2 3
4
5 6