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
$750M
AUM Growth
+$53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$6.96M
2
+$3.35M
3
+$2.2M
4
TMUS icon
T-Mobile US
TMUS
+$1.62M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.32M

Top Sells

1
+$2.85M
2
+$1.91M
3
+$1.86M
4
AMZN icon
Amazon
AMZN
+$1.23M
5
CMCSA icon
Comcast
CMCSA
+$1.18M

Sector Composition

1 Technology 20.15%
2 Financials 10.15%
3 Healthcare 8.78%
4 Industrials 8.11%
5 Consumer Discretionary 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.51M 0.34%
9,041
-590
77
$2.47M 0.33%
6,303
-98
78
$2.33M 0.31%
14,407
-184
79
$2.31M 0.31%
12,493
-52
80
$2.25M 0.3%
3,934
+42
81
$2.2M 0.29%
+14,307
82
$2.07M 0.28%
12,196
-379
83
$2.03M 0.27%
7,417
-399
84
$2.02M 0.27%
44,083
-2,424
85
$1.97M 0.26%
16,884
+286
86
$1.94M 0.26%
3,316
-509
87
$1.93M 0.26%
3,362
+40
88
$1.92M 0.26%
3,631
+62
89
$1.88M 0.25%
5,980
90
$1.87M 0.25%
4,058
+542
91
$1.77M 0.24%
3,566
-135
92
$1.72M 0.23%
23,395
+6,225
93
$1.67M 0.22%
8,089
-713
94
$1.66M 0.22%
16,151
-1,269
95
$1.65M 0.22%
19,724
-3,615
96
$1.58M 0.21%
3,064
-134
97
$1.52M 0.2%
12,065
-2,363
98
$1.5M 0.2%
35,086
-4,242
99
$1.49M 0.2%
16,156
+8
100
$1.47M 0.2%
17,394
-606
2 3
4
5 6