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
$754M
AUM Growth
+$4.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$8.18M
2
+$4.09M
3
+$3.86M
4
ACN icon
Accenture
ACN
+$2.82M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$2.42M

Top Sells

1
+$8.07M
2
+$3.66M
3
+$2.57M
4
AMD icon
Advanced Micro Devices
AMD
+$2.43M
5
NVO icon
Novo Nordisk
NVO
+$1.17M

Sector Composition

1 Technology 21.11%
2 Financials 11.25%
3 Healthcare 7.58%
4 Industrials 7.54%
5 Consumer Discretionary 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.18M 0.16%
166,946
102
$1.18M 0.16%
12,972
-886
103
$1.13M 0.15%
10,661
-1,404
104
$1.1M 0.15%
12,891
-476
105
$1.09M 0.14%
18,443
-6,457
106
$1.09M 0.14%
+53,975
107
$1.08M 0.14%
19,093
-2,072
108
$1.08M 0.14%
3,674
-301
109
$1.03M 0.14%
+56,138
110
$1.02M 0.14%
+63,580
111
$1.02M 0.14%
+62,211
112
$1.01M 0.13%
7,753
-1,001
113
$959K 0.13%
3,992
-9
114
$949K 0.13%
+47,177
115
$949K 0.13%
25,807
-2,098
116
$935K 0.12%
10,338
+7
117
$883K 0.12%
7,327
-426
118
$863K 0.11%
+41,795
119
$855K 0.11%
2,950
+411
120
$842K 0.11%
3,321
-438
121
$834K 0.11%
1,463
-6
122
$816K 0.11%
1,988
-22
123
$802K 0.11%
3,416
+1
124
$794K 0.11%
11,305
-61
125
$776K 0.1%
6,160
-90
3 4
5
6 7