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
$750M
AUM Growth
+$53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$6.96M
2
+$3.35M
3
+$2.2M
4
TMUS icon
T-Mobile US
TMUS
+$1.62M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.32M

Top Sells

1
+$2.85M
2
+$1.91M
3
+$1.86M
4
AMZN icon
Amazon
AMZN
+$1.23M
5
CMCSA icon
Comcast
CMCSA
+$1.18M

Sector Composition

1 Technology 20.15%
2 Financials 10.15%
3 Healthcare 8.78%
4 Industrials 8.11%
5 Consumer Discretionary 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.44M 0.19%
13,858
-177
102
$1.37M 0.18%
21,165
-887
103
$1.33M 0.18%
24,900
-158
104
$1.28M 0.17%
5,668
-20
105
$1.28M 0.17%
8,754
-698
106
$1.17M 0.16%
13,367
+1
107
$1.15M 0.15%
166,946
108
$1.1M 0.15%
3,975
-162
109
$1.01M 0.14%
10,331
-102
110
$985K 0.13%
3,759
+32
111
$967K 0.13%
7,753
-340
112
$967K 0.13%
27,905
-2,808
113
$966K 0.13%
6,250
-182
114
$954K 0.13%
7,063
115
$949K 0.13%
4,001
-45
116
$890K 0.12%
2,922
-1,381
117
$876K 0.12%
3,556
-64
118
$873K 0.12%
2,521
+1,735
119
$861K 0.11%
10,255
-98
120
$849K 0.11%
3,415
+5
121
$846K 0.11%
4,411
-56
122
$830K 0.11%
3,758
+5
123
$782K 0.1%
9,714
+2
124
$779K 0.1%
16,273
-248
125
$772K 0.1%
2,010
+1,072
3 4
5
6 7