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
$221M
AUM Growth
+$6.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$939K
2
+$551K
3
+$484K
4
AMZN icon
Amazon
AMZN
+$430K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$418K

Top Sells

1
+$568K
2
+$449K
3
+$357K
4
TGT icon
Target
TGT
+$343K
5
MAT icon
Mattel
MAT
+$304K

Sector Composition

1 Financials 17.42%
2 Healthcare 13.05%
3 Industrials 9.81%
4 Technology 9.61%
5 Communication Services 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$610K 0.28%
7,900
-290
102
$608K 0.28%
7,292
-517
103
$605K 0.27%
5,143
-111
104
$601K 0.27%
4,784
-197
105
$589K 0.27%
9,977
-5,802
106
$575K 0.26%
9,062
-68
107
$573K 0.26%
3,267
-20
108
$561K 0.25%
16,573
-99
109
$521K 0.24%
8,528
-780
110
$517K 0.23%
6,963
+3,568
111
$507K 0.23%
3,478
+180
112
$491K 0.22%
10,908
-995
113
$479K 0.22%
3,842
-185
114
$471K 0.21%
11,700
+630
115
$437K 0.2%
36,513
-10,524
116
$430K 0.19%
2,905
-33
117
$424K 0.19%
11,138
-1,493
118
$420K 0.19%
5,000
-558
119
$420K 0.19%
22,500
120
$419K 0.19%
1,649
+56
121
$418K 0.19%
+7,742
122
$411K 0.19%
3,166
+370
123
$407K 0.18%
3,662
+77
124
$406K 0.18%
7,566
-620
125
$403K 0.18%
1,299
+12
3 4
5
6 7