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
$464M
AUM Growth
-$78.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$2.38M
2
+$1.14M
3
+$945K
4
TSLA icon
Tesla
TSLA
+$613K
5
QCOM icon
Qualcomm
QCOM
+$405K

Top Sells

1
+$14.8M
2
+$6.98M
3
+$5.36M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$4.22M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.75M

Sector Composition

1 Technology 14.79%
2 Financials 12.07%
3 Healthcare 10.73%
4 Industrials 7.03%
5 Consumer Discretionary 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$619K 0.13%
3,512
-409
127
$610K 0.13%
3,938
+1,342
128
$587K 0.13%
5,216
-220
129
$567K 0.12%
5,119
-39
130
$565K 0.12%
13,057
-1,230
131
$563K 0.12%
1,401
132
$557K 0.12%
6,131
133
$549K 0.12%
15,427
-349
134
$545K 0.12%
1,604
-22
135
$534K 0.12%
5,549
-400
136
$522K 0.11%
7,348
-477
137
$514K 0.11%
1,671
-865
138
$499K 0.11%
4,477
-30
139
$484K 0.1%
2,832
-554
140
$478K 0.1%
2,191
-65
141
$465K 0.1%
2,079
-106
142
$459K 0.1%
12,621
-16,764
143
$433K 0.09%
14,255
-3,720
144
$414K 0.09%
4,549
+284
145
$411K 0.09%
2,338
-156
146
$411K 0.09%
2,887
-874
147
$408K 0.09%
6,389
-604
148
$407K 0.09%
6,631
-448
149
$404K 0.09%
4,667
+97
150
$399K 0.09%
4,202
-174
4 5
6
7 8