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RWA

River Wealth Advisors Portfolio holdings

AUM $871M
1-Year Est. Return 20.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$855M
AUM Growth
+$50.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$4.03M
2
+$1.31M
3
+$1.26M
4
SMLF icon
iShares US Small Cap Equity Factor ETF
SMLF
+$1.05M
5
XSMO icon
Invesco S&P SmallCap Momentum ETF
XSMO
+$928K

Top Sells

1
+$5.86M
2
+$3.37M
3
+$2.87M
4
ELV icon
Elevance Health
ELV
+$2.21M
5
ARW icon
Arrow Electronics
ARW
+$1.12M

Sector Composition

1 Technology 22.02%
2 Financials 11.72%
3 Communication Services 7.35%
4 Industrials 7.1%
5 Healthcare 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.34M 0.27%
6,398
+379
77
$2.28M 0.27%
12,297
-21
78
$2.07M 0.24%
24,808
+6,083
79
$2.04M 0.24%
14,970
-883
80
$2.03M 0.24%
103,158
-1,566
81
$1.91M 0.22%
3,939
-263
82
$1.9M 0.22%
3,105
+15
83
$1.85M 0.22%
12,020
-504
84
$1.83M 0.21%
34,210
-1,181
85
$1.78M 0.21%
22,224
+894
86
$1.76M 0.21%
18,618
-2,371
87
$1.7M 0.2%
3,376
-535
88
$1.69M 0.2%
17,589
+1,875
89
$1.63M 0.19%
26,109
-1,042
90
$1.59M 0.19%
8,042
-176
91
$1.59M 0.19%
9,391
-565
92
$1.56M 0.18%
4,818
-7,090
93
$1.48M 0.17%
7,463
+93
94
$1.45M 0.17%
70,617
+1,703
95
$1.4M 0.16%
74,281
+1,858
96
$1.39M 0.16%
9,830
-134
97
$1.36M 0.16%
2,784
98
$1.31M 0.15%
14,077
-435
99
$1.25M 0.15%
7,502
-315
100
$1.25M 0.15%
74,659
+1,972
2 3
4
5 6