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
$626M
AUM Growth
+$67.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$3.51M
2
+$2.39M
3
+$1.33M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.33M
5
NVDA icon
NVIDIA
NVDA
+$1.08M

Top Sells

1
+$1.08M
2
+$1.02M
3
+$941K
4
FITB icon
Fifth Third Bancorp
FITB
+$763K
5
PLD icon
Prologis
PLD
+$652K

Sector Composition

1 Technology 17.88%
2 Financials 10.84%
3 Healthcare 8.94%
4 Industrials 7.36%
5 Consumer Discretionary 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.03M 0.32%
20,306
+3,874
77
$2M 0.32%
18,509
-114
78
$2M 0.32%
13,662
-117
79
$1.98M 0.32%
46,598
+1,344
80
$1.98M 0.32%
23,555
-477
81
$1.96M 0.31%
4,334
-176
82
$1.95M 0.31%
23,994
-751
83
$1.91M 0.3%
13,190
-7,025
84
$1.83M 0.29%
47,705
+1,199
85
$1.7M 0.27%
5,757
-284
86
$1.63M 0.26%
18,743
+2,978
87
$1.61M 0.26%
3,695
+37
88
$1.6M 0.26%
6,106
89
$1.57M 0.25%
4,082
-12
90
$1.51M 0.24%
4,232
-1,738
91
$1.5M 0.24%
166,946
92
$1.48M 0.24%
24,355
-1,524
93
$1.46M 0.23%
3,077
-220
94
$1.44M 0.23%
4,082
+219
95
$1.42M 0.23%
3,222
-70
96
$1.38M 0.22%
31,938
-5,923
97
$1.33M 0.21%
+17,076
98
$1.33M 0.21%
16,781
+2,663
99
$1.32M 0.21%
10,449
-671
100
$1.28M 0.2%
48,189
-819
2 3
4
5 6