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
$543M
AUM Growth
-$83.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$693K
3
+$638K
4
TJX icon
TJX Companies
TJX
+$621K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$611K

Top Sells

1
+$936K
2
+$666K
3
+$318K
4
RNP icon
Cohen & Steers REIT and Preferred and Income Fund
RNP
+$313K
5
AMD icon
Advanced Micro Devices
AMD
+$296K

Sector Composition

1 Technology 13.82%
2 Financials 11.64%
3 Healthcare 10.06%
4 Industrials 6.56%
5 Consumer Discretionary 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.99M 0.37%
20,296
-1,831
77
$1.95M 0.36%
13,568
+4,821
78
$1.87M 0.34%
20,254
+91
79
$1.85M 0.34%
166,946
80
$1.8M 0.33%
39,318
-4,358
81
$1.74M 0.32%
6,382
+1,605
82
$1.73M 0.32%
16,436
-1,913
83
$1.67M 0.31%
29,867
+11,114
84
$1.65M 0.3%
14,023
+390
85
$1.58M 0.29%
19,819
-230
86
$1.56M 0.29%
19,484
+1,462
87
$1.56M 0.29%
9,679
-630
88
$1.46M 0.27%
5,935
+13
89
$1.45M 0.27%
95,890
-2,400
90
$1.37M 0.25%
15,075
+3,028
91
$1.35M 0.25%
24,799
-370
92
$1.35M 0.25%
8,783
-160
93
$1.34M 0.25%
3,563
+252
94
$1.33M 0.25%
5,204
+71
95
$1.33M 0.24%
25,345
+2,854
96
$1.29M 0.24%
3,819
-334
97
$1.28M 0.24%
2,987
+474
98
$1.28M 0.24%
6,140
99
$1.25M 0.23%
2,614
+1,331
100
$1.2M 0.22%
29,385
-170
2 3
4
5 6