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
$626M
AUM Growth
+$67.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$3.51M
2
+$2.39M
3
+$1.33M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.33M
5
NVDA icon
NVIDIA
NVDA
+$1.08M

Top Sells

1
+$1.08M
2
+$1.02M
3
+$941K
4
FITB icon
Fifth Third Bancorp
FITB
+$763K
5
PLD icon
Prologis
PLD
+$652K

Sector Composition

1 Technology 17.88%
2 Financials 10.84%
3 Healthcare 8.94%
4 Industrials 7.36%
5 Consumer Discretionary 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.27M 0.2%
4,267
-81
102
$1.23M 0.2%
24,429
-290
103
$1.2M 0.19%
24,667
-2,894
104
$1.17M 0.19%
9,988
-85
105
$1.16M 0.18%
14,501
-4,551
106
$1.12M 0.18%
13,416
-10
107
$1.11M 0.18%
6,049
-104
108
$1.06M 0.17%
10,476
-2,306
109
$1M 0.16%
1,718
+835
110
$991K 0.16%
5,151
-100
111
$986K 0.16%
4,234
-330
112
$947K 0.15%
4,008
-490
113
$926K 0.15%
7,606
-1,931
114
$901K 0.14%
3,439
-62
115
$898K 0.14%
3,656
-67
116
$855K 0.14%
4,228
-334
117
$852K 0.14%
11,020
-100
118
$839K 0.13%
3,932
-28
119
$834K 0.13%
20,292
+251
120
$816K 0.13%
20,369
-2,959
121
$777K 0.12%
11,595
-1,562
122
$758K 0.12%
5,629
-1,733
123
$748K 0.12%
29,779
-17,488
124
$736K 0.12%
11,886
+797
125
$708K 0.11%
4,734
-348
3 4
5
6 7