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
$383M
AUM Growth
+$53.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$3.52M
2
+$2.28M
3
+$1.54M
4
PLD icon
Prologis
PLD
+$1.52M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.44M

Top Sells

1
+$1.91M
2
+$1.32M
3
+$838K
4
TFC icon
Truist Financial
TFC
+$828K
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$317K

Sector Composition

1 Technology 13.8%
2 Financials 11.85%
3 Healthcare 9.47%
4 Consumer Discretionary 7.3%
5 Industrials 6.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$558K 0.15%
19,884
+2,246
127
$551K 0.14%
11,168
+1,977
128
$523K 0.14%
1,365
+64
129
$514K 0.13%
4,018
+1,448
130
$514K 0.13%
3,495
-112
131
$514K 0.13%
14,986
+2,138
132
$505K 0.13%
10,924
+1,463
133
$503K 0.13%
3,752
-66
134
$479K 0.13%
2,901
+10
135
$465K 0.12%
3,023
+991
136
$450K 0.12%
2,129
-225
137
$438K 0.11%
+3,657
138
$437K 0.11%
3,819
-65
139
$437K 0.11%
8,980
140
$430K 0.11%
4,209
+1,525
141
$428K 0.11%
856
-18
142
$418K 0.11%
31,074
+1,074
143
$412K 0.11%
13,750
-314
144
$403K 0.11%
+1,276
145
$397K 0.1%
3,415
+40
146
$397K 0.1%
2,456
+279
147
$393K 0.1%
3,470
+843
148
$388K 0.1%
5,521
+1,302
149
$384K 0.1%
4,175
-500
150
$374K 0.1%
5,884
-502
4 5
6
7 8