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
$688M
AUM Growth
+$61.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$3M
2
+$2.55M
3
+$2.03M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.46M
5
NVDA icon
NVIDIA
NVDA
+$1.17M

Top Sells

1
+$2.69M
2
+$2.33M
3
+$1.38M
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$1.33M
5
TMO icon
Thermo Fisher Scientific
TMO
+$1.21M

Sector Composition

1 Technology 18.64%
2 Financials 10.47%
3 Healthcare 9.42%
4 Industrials 7.99%
5 Consumer Discretionary 7.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.27M 0.18%
13,417
+1
102
$1.26M 0.18%
25,236
+807
103
$1.2M 0.17%
23,866
-801
104
$1.19M 0.17%
5,690
+539
105
$1.18M 0.17%
9,573
-415
106
$1.17M 0.17%
4,165
-102
107
$1.08M 0.16%
166,946
108
$1.03M 0.15%
4,126
-108
109
$1.01M 0.15%
3,775
+336
110
$1M 0.15%
10,565
-455
111
$998K 0.15%
36,071
-12,118
112
$938K 0.14%
9,302
-1,174
113
$926K 0.13%
4,051
+119
114
$924K 0.13%
4,140
-88
115
$895K 0.13%
11,353
-242
116
$863K 0.13%
4,437
+2,436
117
$858K 0.12%
3,365
-643
118
$858K 0.12%
3,487
-169
119
$842K 0.12%
6,507
-50
120
$768K 0.11%
18,394
-1,898
121
$768K 0.11%
1,431
-72
122
$723K 0.11%
4,988
+254
123
$713K 0.1%
1,282
-56
124
$674K 0.1%
10,636
-1,250
125
$649K 0.09%
11,202
+109
3 4
5
6 7