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
$697M
AUM Growth
+$9.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.81M
3
+$1.74M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.04M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$877K

Top Sells

1
+$4.7M
2
+$2.05M
3
+$1.14M
4
TMO icon
Thermo Fisher Scientific
TMO
+$859K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$489K

Sector Composition

1 Technology 20.8%
2 Financials 10%
3 Healthcare 8.95%
4 Industrials 7.86%
5 Consumer Discretionary 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.18M 0.31%
59,665
+4,545
77
$2.13M 0.31%
14,591
-1,433
78
$2.13M 0.31%
6,401
+173
79
$1.98M 0.28%
46,507
-4,823
80
$1.96M 0.28%
3,892
+35
81
$1.95M 0.28%
12,545
-705
82
$1.88M 0.27%
8,802
-883
83
$1.83M 0.26%
23,339
-2,621
84
$1.81M 0.26%
3,322
+287
85
$1.79M 0.26%
3,825
-373
86
$1.79M 0.26%
3,569
+4
87
$1.78M 0.26%
5,980
88
$1.77M 0.25%
16,598
-962
89
$1.67M 0.24%
3,701
-233
90
$1.62M 0.23%
14,428
-3,512
91
$1.53M 0.22%
17,420
-1,916
92
$1.53M 0.22%
39,328
-9,415
93
$1.43M 0.21%
3,516
-392
94
$1.43M 0.2%
3,198
+5
95
$1.42M 0.2%
16,148
-372
96
$1.36M 0.2%
14,035
-518
97
$1.29M 0.18%
5,688
-2
98
$1.27M 0.18%
18,000
-1,898
99
$1.22M 0.17%
13,366
-51
100
$1.21M 0.17%
22,052
-1,814
2 3
4
5 6