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
$543M
AUM Growth
-$83.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$693K
3
+$638K
4
TJX icon
TJX Companies
TJX
+$621K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$611K

Top Sells

1
+$936K
2
+$666K
3
+$318K
4
RNP icon
Cohen & Steers REIT and Preferred and Income Fund
RNP
+$313K
5
AMD icon
Advanced Micro Devices
AMD
+$296K

Sector Composition

1 Technology 13.82%
2 Financials 11.64%
3 Healthcare 10.06%
4 Industrials 6.56%
5 Consumer Discretionary 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$738K 0.14%
16,046
-18
127
$735K 0.14%
5,436
+885
128
$717K 0.13%
5,073
-3
129
$696K 0.13%
11,063
+556
130
$625K 0.12%
3,921
131
$603K 0.11%
7,825
-412
132
$603K 0.11%
5,949
133
$601K 0.11%
14,287
-145
134
$596K 0.11%
3,386
-247
135
$593K 0.11%
4,459
-125
136
$590K 0.11%
5,158
-87
137
$580K 0.11%
6,131
-100
138
$579K 0.11%
1,401
+8
139
$565K 0.1%
17,975
+2
140
$563K 0.1%
15,776
-243
141
$542K 0.1%
18,539
+12,633
142
$535K 0.1%
4,507
143
$530K 0.1%
1,626
-53
144
$521K 0.1%
24,849
-7,220
145
$517K 0.1%
3,761
+404
146
$515K 0.09%
34,587
+4,941
147
$515K 0.09%
2,185
+500
148
$502K 0.09%
2,494
149
$494K 0.09%
6,993
-34
150
$478K 0.09%
5,740
-94
4 5
6
7 8