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RWA

River Wealth Advisors Portfolio holdings

AUM $871M
1-Year Est. Return 20.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$855M
AUM Growth
+$50.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$4.03M
2
+$1.31M
3
+$1.26M
4
SMLF icon
iShares US Small Cap Equity Factor ETF
SMLF
+$1.05M
5
XSMO icon
Invesco S&P SmallCap Momentum ETF
XSMO
+$928K

Top Sells

1
+$5.86M
2
+$3.37M
3
+$2.87M
4
ELV icon
Elevance Health
ELV
+$2.21M
5
ARW icon
Arrow Electronics
ARW
+$1.12M

Sector Composition

1 Technology 22.02%
2 Financials 11.72%
3 Communication Services 7.35%
4 Industrials 7.1%
5 Healthcare 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.24M 0.15%
59,623
+3,796
102
$1.22M 0.14%
6,865
-18
103
$1.2M 0.14%
71,294
+2,045
104
$1.16M 0.14%
16,978
-40
105
$1.1M 0.13%
166,946
106
$1.08M 0.13%
52,186
-681
107
$1.06M 0.12%
49,576
+4,033
108
$1.06M 0.12%
1,370
-11
109
$1.05M 0.12%
23,024
-1,204
110
$1.02M 0.12%
3,466
-84
111
$1.01M 0.12%
3,977
-36
112
$1M 0.12%
22,464
-464
113
$983K 0.12%
2,996
-3
114
$979K 0.11%
5,250
+322
115
$967K 0.11%
11,538
+164
116
$961K 0.11%
3,200
-5
117
$956K 0.11%
6,492
-100
118
$926K 0.11%
13,882
-458
119
$899K 0.11%
13,202
+5,102
120
$873K 0.1%
10,924
-203
121
$847K 0.1%
7,400
-568
122
$831K 0.1%
2,519
+263
123
$813K 0.1%
9,837
-85
124
$806K 0.09%
5,672
125
$800K 0.09%
6,670
-60
3 4
5
6 7