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
$533M
AUM Growth
+$70.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$9.03M
2
+$7.02M
3
+$2.43M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.38M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.15M

Top Sells

1
+$511K
2
+$256K
3
+$235K
4
TFC icon
Truist Financial
TFC
+$230K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$205K

Sector Composition

1 Technology 12.36%
2 Financials 12.06%
3 Healthcare 8.66%
4 Industrials 6.61%
5 Consumer Discretionary 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.11M 0.21%
8,172
-430
102
$1.06M 0.2%
5,641
-274
103
$1.06M 0.2%
20,548
+1,504
104
$1.06M 0.2%
14,557
+96
105
$1.04M 0.2%
5,251
-134
106
$1M 0.19%
4,198
+695
107
$1M 0.19%
4,470
+465
108
$977K 0.18%
12,916
-130
109
$968K 0.18%
6,874
+1,130
110
$967K 0.18%
16,142
-682
111
$952K 0.18%
14,395
+1,710
112
$923K 0.17%
4,186
+490
113
$897K 0.17%
3,512
-94
114
$862K 0.16%
15,448
+318
115
$857K 0.16%
4,856
+622
116
$852K 0.16%
21,587
+2,022
117
$831K 0.16%
2,927
+154
118
$827K 0.16%
2,308
-15
119
$818K 0.15%
4,456
+290
120
$817K 0.15%
5,434
-212
121
$799K 0.15%
6,014
-1
122
$770K 0.14%
3,598
+546
123
$761K 0.14%
12,056
+1,573
124
$744K 0.14%
15,115
-1,062
125
$727K 0.14%
14,827
+351
3 4
5
6 7