RWA

River Wealth Advisors Portfolio holdings

AUM $892M
1-Year Est. Return 19.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$804M
AUM Growth
+$85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$20.8M
2
+$20.7M
3
+$6.79M
4
NOW icon
ServiceNow
NOW
+$5.73M
5
AAPL icon
Apple
AAPL
+$2.07M

Top Sells

1
+$30.8M
2
+$6.67M
3
+$3.32M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$3.27M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.11M

Sector Composition

1 Technology 21.24%
2 Financials 11.95%
3 Industrials 7.48%
4 Healthcare 7.14%
5 Consumer Discretionary 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.22M 0.28%
8,019
-12,713
77
$2.17M 0.27%
11,646
-272
78
$2.09M 0.26%
3,377
+193
79
$2.06M 0.26%
104,724
+9,802
80
$2.04M 0.25%
6,019
81
$2M 0.25%
12,524
-240
82
$1.9M 0.24%
3,911
+522
83
$1.89M 0.24%
15,853
-3,472
84
$1.88M 0.23%
20,989
-2,908
85
$1.88M 0.23%
12,318
-153
86
$1.83M 0.23%
27,151
-815
87
$1.78M 0.22%
13,943
-385
88
$1.76M 0.22%
3,090
-47
89
$1.71M 0.21%
35,391
-2,782
90
$1.7M 0.21%
4,202
-551
91
$1.62M 0.2%
8,218
+43
92
$1.62M 0.2%
6,946
-136
93
$1.58M 0.2%
18,725
+14,601
94
$1.56M 0.19%
3,555
+1,548
95
$1.48M 0.18%
15,095
+5,303
96
$1.47M 0.18%
2,784
-38
97
$1.43M 0.18%
15,714
-91
98
$1.41M 0.18%
68,914
+9,142
99
$1.35M 0.17%
72,423
+9,743
100
$1.3M 0.16%
14,512
-683
2 3
4
5 6