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
$697M
AUM Growth
+$9.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.81M
3
+$1.74M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.04M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$877K

Top Sells

1
+$4.7M
2
+$2.05M
3
+$1.14M
4
TMO icon
Thermo Fisher Scientific
TMO
+$859K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$489K

Sector Composition

1 Technology 20.8%
2 Financials 10%
3 Healthcare 8.95%
4 Industrials 7.86%
5 Consumer Discretionary 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.19M 0.17%
25,058
-178
102
$1.16M 0.17%
5,654
-375
103
$1.12M 0.16%
17,170
+11,247
104
$1.12M 0.16%
9,452
-221
105
$1.1M 0.16%
4,303
+138
106
$1.03M 0.15%
166,946
107
$987K 0.14%
4,137
+11
108
$948K 0.14%
10,433
-132
109
$885K 0.13%
30,713
-5,358
110
$883K 0.13%
3,727
-48
111
$882K 0.13%
4,046
-5
112
$868K 0.12%
1,487
+56
113
$861K 0.12%
8,093
-1,209
114
$854K 0.12%
7,063
-2,510
115
$821K 0.12%
4,467
+30
116
$821K 0.12%
3,753
-387
117
$819K 0.12%
3,620
+133
118
$741K 0.11%
6,432
-75
119
$732K 0.11%
3,410
+45
120
$723K 0.1%
16,521
-1,873
121
$690K 0.1%
10,353
-1,000
122
$686K 0.1%
1,282
123
$668K 0.1%
2,496
+103
124
$665K 0.1%
11,202
125
$652K 0.09%
2,247
+232
3 4
5
6 7