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
$250M
AUM Growth
-$45.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$9.41M
2
+$6.25M
3
+$5M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$4.18M
5
KRNY icon
Kearny Financial
KRNY
+$1.35M

Top Sells

1
+$2.57M
2
+$1.02M
3
+$850K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$552K
5
VXF icon
Vanguard Extended Market ETF
VXF
+$537K

Sector Composition

1 Financials 13.84%
2 Technology 12.28%
3 Healthcare 11.3%
4 Industrials 7.06%
5 Communication Services 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$525K 0.21%
4,102
+36
102
$525K 0.21%
16,965
+1,044
103
$519K 0.21%
13,656
+1,536
104
$518K 0.21%
3,446
-563
105
$514K 0.21%
6,390
106
$501K 0.2%
2,367
+174
107
$491K 0.2%
5,877
-299
108
$489K 0.2%
4,730
+511
109
$485K 0.19%
17,886
+690
110
$482K 0.19%
26,595
+3,190
111
$463K 0.18%
1,857
+85
112
$430K 0.17%
+14,791
113
$421K 0.17%
3,966
+1,119
114
$418K 0.17%
2,801
-78
115
$402K 0.16%
9,076
-82
116
$402K 0.16%
5,475
+163
117
$401K 0.16%
+11,950
118
$386K 0.15%
3,382
+298
119
$383K 0.15%
9,456
-4,839
120
$382K 0.15%
6,855
+270
121
$371K 0.15%
+11,137
122
$354K 0.14%
3,607
123
$342K 0.14%
4,233
-27
124
$339K 0.14%
2,503
+50
125
$338K 0.14%
6,686
-148
3 4
5
6 7