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
$559M
AUM Growth
-$30.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$1.21M
3
+$727K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$647K
5
TJX icon
TJX Companies
TJX
+$409K

Top Sells

1
+$813K
2
+$595K
3
+$562K
4
HUN icon
Huntsman Corp
HUN
+$547K
5
QCOM icon
Qualcomm
QCOM
+$517K

Sector Composition

1 Technology 17.41%
2 Financials 10.78%
3 Healthcare 9.62%
4 Industrials 7.23%
5 Consumer Discretionary 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.93M 0.35%
16,432
+376
77
$1.93M 0.35%
10,449
-844
78
$1.86M 0.33%
24,745
-706
79
$1.84M 0.33%
4,510
+169
80
$1.83M 0.33%
14,881
-3,507
81
$1.76M 0.31%
61,400
-1,197
82
$1.76M 0.31%
18,623
-1,280
83
$1.73M 0.31%
24,032
-586
84
$1.69M 0.3%
45,254
+3,725
85
$1.65M 0.3%
6,041
-40
86
$1.48M 0.27%
25,879
+3,147
87
$1.45M 0.26%
46,506
+2,600
88
$1.44M 0.26%
3,658
-92
89
$1.43M 0.26%
6,106
+126
90
$1.41M 0.25%
3,297
-73
91
$1.36M 0.24%
27,561
-6,914
92
$1.35M 0.24%
19,052
-674
93
$1.35M 0.24%
15,765
+1,662
94
$1.33M 0.24%
24,719
-485
95
$1.32M 0.24%
4,094
+415
96
$1.25M 0.22%
37,861
-5,781
97
$1.21M 0.22%
13,426
-94
98
$1.21M 0.22%
49,008
+6,187
99
$1.2M 0.22%
3,292
-108
100
$1.16M 0.21%
3,863
-90
2 3
4
5 6