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
$559M
AUM Growth
-$30.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$1.21M
3
+$727K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$647K
5
TJX icon
TJX Companies
TJX
+$409K

Top Sells

1
+$813K
2
+$595K
3
+$562K
4
HUN icon
Huntsman Corp
HUN
+$547K
5
QCOM icon
Qualcomm
QCOM
+$517K

Sector Composition

1 Technology 17.41%
2 Financials 10.78%
3 Healthcare 9.62%
4 Industrials 7.23%
5 Consumer Discretionary 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.16M 0.21%
11,120
-1,276
102
$1.16M 0.21%
166,946
103
$1.15M 0.21%
47,267
-22,419
104
$1.15M 0.2%
4,348
-18
105
$1.12M 0.2%
12,782
-3,388
106
$1.11M 0.2%
6,153
-1,195
107
$1.1M 0.2%
4,564
-148
108
$1.08M 0.19%
10,073
-583
109
$1.08M 0.19%
11,293
-4,566
110
$1.07M 0.19%
9,537
-2,083
111
$1.02M 0.18%
14,118
+110
112
$941K 0.17%
28,382
-7,587
113
$891K 0.16%
7,362
-1,287
114
$886K 0.16%
4,498
115
$861K 0.15%
5,251
-272
116
$833K 0.15%
4,562
-166
117
$806K 0.14%
3,501
-365
118
$795K 0.14%
23,328
-3,695
119
$786K 0.14%
20,041
-830
120
$768K 0.14%
32,579
-11,321
121
$758K 0.14%
3,723
-119
122
$749K 0.13%
3,960
+257
123
$712K 0.13%
6,794
+16
124
$709K 0.13%
11,120
-858
125
$703K 0.13%
13,157
-916
3 4
5
6 7