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
$383M
AUM Growth
+$53.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$3.52M
2
+$2.28M
3
+$1.54M
4
PLD icon
Prologis
PLD
+$1.52M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.44M

Top Sells

1
+$1.91M
2
+$1.32M
3
+$838K
4
TFC icon
Truist Financial
TFC
+$828K
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$317K

Sector Composition

1 Technology 13.8%
2 Financials 11.85%
3 Healthcare 9.47%
4 Consumer Discretionary 7.3%
5 Industrials 6.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$852K 0.22%
12,284
-312
102
$818K 0.21%
3,726
+1,266
103
$806K 0.21%
28,910
+86
104
$800K 0.21%
3,757
-90
105
$752K 0.2%
5,042
-4
106
$738K 0.19%
4,289
+1,479
107
$736K 0.19%
+6,345
108
$732K 0.19%
18,583
+6,394
109
$728K 0.19%
2,338
-31
110
$722K 0.19%
6,186
-204
111
$718K 0.19%
3,645
+1,067
112
$716K 0.19%
2,962
+2,006
113
$712K 0.19%
16,464
+551
114
$708K 0.18%
12,730
+3,844
115
$700K 0.18%
19,666
-2,528
116
$688K 0.18%
5,635
+2
117
$665K 0.17%
4,505
+267
118
$664K 0.17%
19,063
+709
119
$655K 0.17%
5,551
-987
120
$650K 0.17%
+4,431
121
$620K 0.16%
10,277
+2,780
122
$607K 0.16%
2,412
-150
123
$580K 0.15%
13,444
+7,911
124
$577K 0.15%
+16,356
125
$572K 0.15%
7,227
+1,626
3 4
5
6 7