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
$464M
AUM Growth
-$78.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$2.38M
2
+$1.14M
3
+$945K
4
TSLA icon
Tesla
TSLA
+$613K
5
QCOM icon
Qualcomm
QCOM
+$405K

Top Sells

1
+$14.8M
2
+$6.98M
3
+$5.36M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$4.22M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.75M

Sector Composition

1 Technology 14.79%
2 Financials 12.07%
3 Healthcare 10.73%
4 Industrials 7.03%
5 Consumer Discretionary 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.66M 0.36%
18,470
-1,826
77
$1.65M 0.35%
37,539
-1,779
78
$1.62M 0.35%
18,855
+3,780
79
$1.6M 0.34%
42,123
-5,455
80
$1.49M 0.32%
14,218
-2,218
81
$1.44M 0.31%
20,477
+993
82
$1.42M 0.31%
3,010
+396
83
$1.38M 0.3%
4,209
-3,573
84
$1.37M 0.29%
5,636
-299
85
$1.36M 0.29%
12,723
-1,300
86
$1.26M 0.27%
3,541
-22
87
$1.25M 0.27%
18,077
-1,742
88
$1.24M 0.27%
33,840
+10,010
89
$1.23M 0.27%
3,687
+207
90
$1.22M 0.26%
19,352
+3,690
91
$1.21M 0.26%
6,140
92
$1.2M 0.26%
5,283
-7
93
$1.16M 0.25%
7,232
-512
94
$1.15M 0.25%
8,471
-1,208
95
$1.13M 0.24%
3,714
-105
96
$1.11M 0.24%
14,186
-601
97
$1.11M 0.24%
25,348
+3
98
$1.1M 0.24%
23,625
+1,236
99
$1.09M 0.23%
4,718
+284
100
$1.08M 0.23%
5,053
-151
2 3
4
5 6