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
$383M
AUM Growth
+$53.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$3.52M
2
+$2.28M
3
+$1.54M
4
PLD icon
Prologis
PLD
+$1.52M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.44M

Top Sells

1
+$1.91M
2
+$1.32M
3
+$838K
4
TFC icon
Truist Financial
TFC
+$828K
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$317K

Sector Composition

1 Technology 13.8%
2 Financials 11.85%
3 Healthcare 9.47%
4 Consumer Discretionary 7.3%
5 Industrials 6.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.33M 0.35%
25,770
+2,846
77
$1.31M 0.34%
22,808
-1,354
78
$1.3M 0.34%
15,927
-330
79
$1.3M 0.34%
4,167
+980
80
$1.28M 0.33%
21,725
+9,196
81
$1.25M 0.33%
5,867
+59
82
$1.25M 0.33%
6,199
+98
83
$1.24M 0.32%
14,201
+567
84
$1.23M 0.32%
90,640
+440
85
$1.22M 0.32%
9,515
-35
86
$1.2M 0.31%
166,946
87
$1.17M 0.31%
8,410
+697
88
$1.16M 0.3%
6,185
89
$1.13M 0.29%
21,752
+1,438
90
$1.12M 0.29%
8,425
-605
91
$1.07M 0.28%
32,632
-1,145
92
$1M 0.26%
24,565
+428
93
$992K 0.26%
5,136
-195
94
$944K 0.25%
3,068
-56
95
$931K 0.24%
16,891
-1,586
96
$919K 0.24%
13,082
-686
97
$879K 0.23%
6,303
-15
98
$875K 0.23%
5,560
-400
99
$865K 0.23%
3,901
-55
100
$860K 0.22%
7,499
+2,834
2 3
4
5 6