RWA

River Wealth Advisors Portfolio holdings

AUM $892M
1-Year Est. Return 19.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$804M
AUM Growth
+$85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$20.8M
2
+$20.7M
3
+$6.79M
4
NOW icon
ServiceNow
NOW
+$5.73M
5
AAPL icon
Apple
AAPL
+$2.07M

Top Sells

1
+$30.8M
2
+$6.67M
3
+$3.32M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$3.27M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.11M

Sector Composition

1 Technology 21.24%
2 Financials 11.95%
3 Industrials 7.48%
4 Healthcare 7.14%
5 Consumer Discretionary 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.28M 0.16%
9,956
-54,196
102
$1.26M 0.16%
9,964
-400
103
$1.24M 0.15%
7,817
-1,459
104
$1.2M 0.15%
72,687
+173
105
$1.18M 0.15%
17,018
-283
106
$1.16M 0.14%
69,249
-815
107
$1.15M 0.14%
55,827
+470
108
$1.09M 0.14%
3,550
-26
109
$1.09M 0.14%
52,867
+8,022
110
$1.08M 0.13%
166,946
111
$1.07M 0.13%
4,728
-1,342
112
$1.04M 0.13%
24,228
-3,812
113
$1.01M 0.13%
1,381
-10
114
$1.01M 0.13%
11,127
-290
115
$992K 0.12%
6,883
-164
116
$987K 0.12%
14,340
-389
117
$972K 0.12%
22,928
-100
118
$966K 0.12%
45,543
+1,804
119
$951K 0.12%
4,013
+35
120
$912K 0.11%
2,999
+124
121
$911K 0.11%
11,374
-29
122
$901K 0.11%
6,730
+430
123
$871K 0.11%
4,928
+1,735
124
$867K 0.11%
6,592
125
$857K 0.11%
2,592
+67
3 4
5
6 7