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
$589M
AUM Growth
+$39.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$1.21M
3
+$905K
4
TTEK icon
Tetra Tech
TTEK
+$630K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$606K

Top Sells

1
+$882K
2
+$738K
3
+$619K
4
V icon
Visa
V
+$497K
5
HUN icon
Huntsman Corp
HUN
+$477K

Sector Composition

1 Technology 17.57%
2 Financials 10.74%
3 Healthcare 9.68%
4 Industrials 7.18%
5 Consumer Discretionary 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.11M 0.36%
64,290
+19,225
77
$2.04M 0.35%
5,225
-388
78
$2M 0.34%
4,341
+195
79
$1.98M 0.34%
19,903
-43
80
$1.9M 0.32%
62,597
-72
81
$1.88M 0.32%
69,686
-17,667
82
$1.88M 0.32%
7,579
+658
83
$1.85M 0.31%
2,684
+256
84
$1.8M 0.3%
34,475
-1,580
85
$1.75M 0.3%
15,859
-3,701
86
$1.72M 0.29%
16,056
+2,130
87
$1.69M 0.29%
11,620
-681
88
$1.69M 0.29%
22,732
+3,768
89
$1.66M 0.28%
43,906
-137
90
$1.66M 0.28%
41,529
+4,139
91
$1.54M 0.26%
16,170
-1,535
92
$1.53M 0.26%
3,750
-286
93
$1.52M 0.26%
19,726
-257
94
$1.5M 0.25%
6,081
-100
95
$1.49M 0.25%
3,370
+254
96
$1.49M 0.25%
12,396
-1,284
97
$1.46M 0.25%
5,980
98
$1.44M 0.24%
43,642
-1,351
99
$1.36M 0.23%
3,400
-286
100
$1.32M 0.22%
12,120
+8,304
2 3
4
5 6