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
$589M
AUM Growth
+$39.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$1.21M
3
+$905K
4
TTEK icon
Tetra Tech
TTEK
+$630K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$606K

Top Sells

1
+$882K
2
+$738K
3
+$619K
4
V icon
Visa
V
+$497K
5
HUN icon
Huntsman Corp
HUN
+$477K

Sector Composition

1 Technology 17.57%
2 Financials 10.74%
3 Healthcare 9.68%
4 Industrials 7.18%
5 Consumer Discretionary 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.32M 0.22%
35,969
-2,480
102
$1.3M 0.22%
25,204
+393
103
$1.3M 0.22%
4,366
-27
104
$1.21M 0.2%
10,656
-1,115
105
$1.19M 0.2%
3,679
+486
106
$1.18M 0.2%
7,348
-220
107
$1.18M 0.2%
166,946
108
$1.17M 0.2%
42,821
+8,079
109
$1.16M 0.2%
43,900
-6,131
110
$1.13M 0.19%
3,953
-21
111
$1.1M 0.19%
13,520
-736
112
$1.07M 0.18%
14,103
+6,241
113
$1.05M 0.18%
14,008
114
$1.04M 0.18%
5,346
-323
115
$1.04M 0.18%
4,712
-526
116
$1.02M 0.17%
4,498
-69
117
$1.02M 0.17%
27,023
-1,684
118
$985K 0.17%
8,649
-435
119
$967K 0.16%
3,866
-351
120
$960K 0.16%
5,523
-461
121
$849K 0.14%
20,871
-18
122
$812K 0.14%
4,728
-9
123
$807K 0.14%
14,073
-3,119
124
$791K 0.13%
5,731
-39
125
$787K 0.13%
27,379
-1,232
3 4
5
6 7