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
$221M
AUM Growth
+$6.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$939K
2
+$551K
3
+$484K
4
AMZN icon
Amazon
AMZN
+$430K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$418K

Top Sells

1
+$568K
2
+$449K
3
+$357K
4
TGT icon
Target
TGT
+$343K
5
MAT icon
Mattel
MAT
+$304K

Sector Composition

1 Financials 17.42%
2 Healthcare 13.05%
3 Industrials 9.81%
4 Technology 9.61%
5 Communication Services 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$400K 0.18%
2,378
-239
127
$397K 0.18%
27,009
-9,498
128
$394K 0.18%
5,084
+425
129
$373K 0.17%
8,146
-430
130
$373K 0.17%
3,674
+905
131
$373K 0.17%
3,042
+99
132
$367K 0.17%
1,626
+100
133
$303K 0.14%
7,443
-600
134
$292K 0.13%
1,493
-437
135
$285K 0.13%
5,498
+1,246
136
$279K 0.13%
+1,996
137
$277K 0.13%
5,921
-347
138
$268K 0.12%
3,129
-176
139
$258K 0.12%
1,890
140
$252K 0.11%
2,801
+65
141
$251K 0.11%
6,511
+7
142
$249K 0.11%
3,425
+372
143
$245K 0.11%
3,850
-62
144
$245K 0.11%
3,188
-350
145
$243K 0.11%
2,598
-75
146
$243K 0.11%
8,159
-1,630
147
$230K 0.1%
1,204
+15
148
$222K 0.1%
3,765
149
$221K 0.1%
3,112
150
$216K 0.1%
+9,929
3 4 5
6
7