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
$250M
AUM Growth
-$45.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$9.41M
2
+$6.25M
3
+$5M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$4.18M
5
KRNY icon
Kearny Financial
KRNY
+$1.35M

Top Sells

1
+$2.57M
2
+$1.02M
3
+$850K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$552K
5
VXF icon
Vanguard Extended Market ETF
VXF
+$537K

Sector Composition

1 Financials 13.84%
2 Technology 12.28%
3 Healthcare 11.3%
4 Industrials 7.06%
5 Communication Services 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$328K 0.13%
874
127
$324K 0.13%
15,540
+4,882
128
$315K 0.13%
21,024
-3,627
129
$311K 0.12%
2,562
-216
130
$310K 0.12%
3,859
+110
131
$303K 0.12%
1,825
132
$302K 0.12%
891
-11
133
$296K 0.12%
29,370
-72
134
$290K 0.12%
3,634
135
$279K 0.11%
3,950
+518
136
$269K 0.11%
6,836
+1,568
137
$269K 0.11%
26,388
+1,680
138
$264K 0.11%
5,928
-356
139
$256K 0.1%
974
-2,100
140
$256K 0.1%
7,113
-2,464
141
$254K 0.1%
1,135
-37
142
$247K 0.1%
2,488
-20
143
$246K 0.1%
19,012
-10,094
144
$231K 0.09%
8,052
-252
145
$223K 0.09%
6,489
+182
146
$218K 0.09%
+5,152
147
$217K 0.09%
2,002
148
$212K 0.08%
972
+18
149
$212K 0.08%
+3,596
150
$207K 0.08%
3,156
+51
3 4 5
6
7