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
$688M
AUM Growth
+$61.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$3M
2
+$2.55M
3
+$2.03M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.46M
5
NVDA icon
NVIDIA
NVDA
+$1.17M

Top Sells

1
+$2.69M
2
+$2.33M
3
+$1.38M
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$1.33M
5
TMO icon
Thermo Fisher Scientific
TMO
+$1.21M

Sector Composition

1 Technology 18.64%
2 Financials 10.47%
3 Healthcare 9.42%
4 Industrials 7.99%
5 Consumer Discretionary 7.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.34M 0.34%
17,940
-4,789
77
$2.3M 0.33%
23,624
+69
78
$2.28M 0.33%
6,228
+471
79
$2.16M 0.31%
12,781
-409
80
$2.14M 0.31%
13,250
-934
81
$2.11M 0.31%
51,330
-16,584
82
$2.07M 0.3%
25,960
-7,671
83
$2.03M 0.3%
+15,837
84
$1.99M 0.29%
9,685
-196
85
$1.94M 0.28%
17,560
-949
86
$1.91M 0.28%
4,198
-136
87
$1.9M 0.28%
48,743
-7,731
88
$1.87M 0.27%
3,857
-225
89
$1.72M 0.25%
5,980
-126
90
$1.71M 0.25%
3,565
-130
91
$1.66M 0.24%
19,336
-4,658
92
$1.64M 0.24%
3,908
-324
93
$1.64M 0.24%
3,934
-148
94
$1.59M 0.23%
3,035
-42
95
$1.52M 0.22%
6,029
-20
96
$1.51M 0.22%
16,520
-261
97
$1.36M 0.2%
3,193
-29
98
$1.31M 0.19%
14,553
+52
99
$1.3M 0.19%
9,673
-776
100
$1.27M 0.18%
19,898
-4,457
2 3
4
5 6