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
$533M
AUM Growth
+$70.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$9.03M
2
+$7.02M
3
+$2.43M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.38M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.15M

Top Sells

1
+$511K
2
+$256K
3
+$235K
4
TFC icon
Truist Financial
TFC
+$230K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$205K

Sector Composition

1 Technology 12.36%
2 Financials 12.06%
3 Healthcare 8.66%
4 Industrials 6.61%
5 Consumer Discretionary 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$702K 0.13%
19,367
+286
127
$687K 0.13%
13,039
+1,397
128
$684K 0.13%
11,490
+1,130
129
$666K 0.13%
9,051
+740
130
$665K 0.12%
5,151
+829
131
$658K 0.12%
4,086
+36
132
$649K 0.12%
15,379
+2,409
133
$617K 0.12%
4,439
-256
134
$617K 0.12%
4,070
-105
135
$610K 0.11%
1,651
+145
136
$596K 0.11%
5,140
+299
137
$592K 0.11%
37,014
+5,736
138
$584K 0.11%
6,144
+695
139
$582K 0.11%
5,116
-146
140
$566K 0.11%
10,466
+1,379
141
$562K 0.11%
4,379
+75
142
$554K 0.1%
5,956
+3,201
143
$553K 0.1%
2,526
+23
144
$545K 0.1%
6,825
+546
145
$531K 0.1%
3,162
146
$524K 0.1%
9,230
147
$513K 0.1%
1,979
-140
148
$513K 0.1%
15,077
+137
149
$481K 0.09%
7,022
+171
150
$476K 0.09%
4,032
4 5
6
7 8