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
$754M
AUM Growth
+$4.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$8.18M
2
+$4.09M
3
+$3.86M
4
ACN icon
Accenture
ACN
+$2.82M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$2.42M

Top Sells

1
+$8.07M
2
+$3.66M
3
+$2.57M
4
AMD icon
Advanced Micro Devices
AMD
+$2.43M
5
NVO icon
Novo Nordisk
NVO
+$1.17M

Sector Composition

1 Technology 21.11%
2 Financials 11.25%
3 Healthcare 7.58%
4 Industrials 7.54%
5 Consumer Discretionary 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.98M 0.26%
3,667
+36
77
$1.97M 0.26%
17,078
+194
78
$1.95M 0.26%
13,516
-891
79
$1.95M 0.26%
6,943
-474
80
$1.94M 0.26%
3,387
-179
81
$1.94M 0.26%
3,309
-53
82
$1.94M 0.26%
6,019
+39
83
$1.92M 0.25%
8,374
-667
84
$1.92M 0.25%
16,962
-2,796
85
$1.84M 0.24%
21,343
-13,645
86
$1.81M 0.24%
93,245
+81,728
87
$1.75M 0.23%
3,871
-187
88
$1.7M 0.23%
40,770
-3,313
89
$1.68M 0.22%
7,425
-664
90
$1.67M 0.22%
10,873
-1,323
91
$1.66M 0.22%
27,766
+4,371
92
$1.62M 0.21%
+83,099
93
$1.49M 0.2%
2,991
-73
94
$1.47M 0.2%
3,033
-283
95
$1.47M 0.19%
16,156
96
$1.37M 0.18%
31,556
-3,530
97
$1.36M 0.18%
14,709
-1,442
98
$1.28M 0.17%
16,867
-2,857
99
$1.22M 0.16%
5,259
-409
100
$1.21M 0.16%
16,825
-569
2 3
4
5 6