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
$533M
AUM Growth
+$70.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$9.03M
2
+$7.02M
3
+$2.43M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.38M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.15M

Top Sells

1
+$511K
2
+$256K
3
+$235K
4
TFC icon
Truist Financial
TFC
+$230K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$205K

Sector Composition

1 Technology 12.36%
2 Financials 12.06%
3 Healthcare 8.66%
4 Industrials 6.61%
5 Consumer Discretionary 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.81M 0.34%
22,188
+292
77
$1.74M 0.33%
22,517
+537
78
$1.73M 0.33%
32,694
+754
79
$1.73M 0.32%
59,804
+2,963
80
$1.7M 0.32%
12,836
+4,886
81
$1.7M 0.32%
74,170
+6,314
82
$1.68M 0.32%
13,802
+2,675
83
$1.67M 0.31%
4,486
+264
84
$1.66M 0.31%
25,885
+711
85
$1.64M 0.31%
4,647
-115
86
$1.6M 0.3%
14,019
-401
87
$1.59M 0.3%
20,957
-736
88
$1.55M 0.29%
9,059
-94
89
$1.45M 0.27%
3,662
-185
90
$1.41M 0.26%
17,903
+576
91
$1.37M 0.26%
6,140
-45
92
$1.37M 0.26%
41,251
+7,829
93
$1.3M 0.24%
3,476
-141
94
$1.3M 0.24%
8,325
-50
95
$1.3M 0.24%
16,548
+193
96
$1.26M 0.24%
4,684
+5
97
$1.22M 0.23%
91,400
-880
98
$1.22M 0.23%
24,806
-428
99
$1.14M 0.21%
4,933
-24
100
$1.13M 0.21%
5,099
-115
2 3
4
5 6