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
$543M
AUM Growth
-$83.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$693K
3
+$638K
4
TJX icon
TJX Companies
TJX
+$621K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$611K

Top Sells

1
+$936K
2
+$666K
3
+$318K
4
RNP icon
Cohen & Steers REIT and Preferred and Income Fund
RNP
+$313K
5
AMD icon
Advanced Micro Devices
AMD
+$296K

Sector Composition

1 Technology 13.82%
2 Financials 11.64%
3 Healthcare 10.06%
4 Industrials 6.56%
5 Consumer Discretionary 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.19M 0.22%
6,638
+1,736
102
$1.19M 0.22%
7,744
-189
103
$1.18M 0.22%
5,177
+668
104
$1.16M 0.21%
8,968
+56
105
$1.15M 0.21%
14,787
-258
106
$1.13M 0.21%
22,389
+4,510
107
$1.11M 0.2%
5,290
-19
108
$1.09M 0.2%
4,434
-31
109
$1.07M 0.2%
52,535
-7,530
110
$1.06M 0.19%
14,781
-14
111
$1.04M 0.19%
3,480
+234
112
$1.04M 0.19%
25,411
+191
113
$1.03M 0.19%
24,277
+58
114
$1.03M 0.19%
4,822
-78
115
$1.02M 0.19%
23,830
+7,640
116
$998K 0.18%
15,662
117
$991K 0.18%
4,370
+1,137
118
$985K 0.18%
11,506
+1,199
119
$977K 0.18%
8,599
+13
120
$945K 0.17%
25,249
+384
121
$920K 0.17%
5,046
-92
122
$845K 0.16%
6,645
+304
123
$840K 0.15%
36,687
+2,863
124
$828K 0.15%
2,536
+30
125
$744K 0.14%
1,221
+765
3 4
5
6 7