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
$589M
AUM Growth
+$39.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$1.21M
3
+$905K
4
TTEK icon
Tetra Tech
TTEK
+$630K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$606K

Top Sells

1
+$882K
2
+$738K
3
+$619K
4
V icon
Visa
V
+$497K
5
HUN icon
Huntsman Corp
HUN
+$477K

Sector Composition

1 Technology 17.57%
2 Financials 10.74%
3 Healthcare 9.68%
4 Industrials 7.18%
5 Consumer Discretionary 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$786K 0.13%
3,842
-71
127
$783K 0.13%
11,978
-25
128
$774K 0.13%
5,218
-90
129
$759K 0.13%
6,778
-25
130
$752K 0.13%
1,570
-37
131
$736K 0.13%
3,703
+120
132
$729K 0.12%
14,083
-135
133
$716K 0.12%
3,977
-182
134
$699K 0.12%
5,981
135
$677K 0.11%
1,531
-50
136
$675K 0.11%
1,579
+28
137
$663K 0.11%
11,239
-19
138
$593K 0.1%
4,539
-187
139
$579K 0.1%
9,623
-880
140
$564K 0.1%
7,135
-535
141
$561K 0.1%
12,143
-3,433
142
$537K 0.09%
10,796
-399
143
$536K 0.09%
12,563
+11
144
$531K 0.09%
2,560
-199
145
$527K 0.09%
3,996
-389
146
$524K 0.09%
4,944
+9
147
$514K 0.09%
11,156
-1,145
148
$507K 0.09%
2,030
+10
149
$474K 0.08%
2,171
-15
150
$456K 0.08%
4,833
-382
4 5
6
7 8