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
$464M
AUM Growth
-$78.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$2.38M
2
+$1.14M
3
+$945K
4
TSLA icon
Tesla
TSLA
+$613K
5
QCOM icon
Qualcomm
QCOM
+$405K

Top Sells

1
+$14.8M
2
+$6.98M
3
+$5.36M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$4.22M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.75M

Sector Composition

1 Technology 14.79%
2 Financials 12.07%
3 Healthcare 10.73%
4 Industrials 7.03%
5 Consumer Discretionary 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.07M 0.23%
6,497
-141
102
$1.06M 0.23%
87,570
-8,320
103
$1.05M 0.23%
8,033
-750
104
$1.03M 0.22%
2,670
-317
105
$1.03M 0.22%
4,899
-278
106
$994K 0.21%
13,803
-978
107
$977K 0.21%
3,684
+2,313
108
$961K 0.21%
26,691
+1,280
109
$960K 0.21%
4,930
+108
110
$945K 0.2%
23,634
-643
111
$937K 0.2%
10,737
-769
112
$888K 0.19%
37,681
+994
113
$851K 0.18%
8,577
-391
114
$833K 0.18%
1,513
+292
115
$790K 0.17%
6,652
+7
116
$772K 0.17%
15,832
-8,967
117
$768K 0.17%
7,315
-1,284
118
$763K 0.16%
4,224
-822
119
$755K 0.16%
20,689
-146,794
120
$707K 0.15%
4,762
-311
121
$694K 0.15%
25,385
+6,846
122
$637K 0.14%
11,367
+304
123
$632K 0.14%
4,260
-110
124
$621K 0.13%
34,367
-18,168
125
$619K 0.13%
14,846
-1,200
3 4
5
6 7