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
$559M
AUM Growth
-$30.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$1.21M
3
+$727K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$647K
5
TJX icon
TJX Companies
TJX
+$409K

Top Sells

1
+$813K
2
+$595K
3
+$562K
4
HUN icon
Huntsman Corp
HUN
+$547K
5
QCOM icon
Qualcomm
QCOM
+$517K

Sector Composition

1 Technology 17.41%
2 Financials 10.78%
3 Healthcare 9.62%
4 Industrials 7.23%
5 Consumer Discretionary 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$700K 0.13%
4,254
-1,092
127
$690K 0.12%
5,712
-19
128
$684K 0.12%
1,574
-5
129
$660K 0.12%
5,082
-136
130
$626K 0.11%
11,089
-150
131
$620K 0.11%
1,357
-213
132
$582K 0.1%
23,528
-3,851
133
$576K 0.1%
3,620
-357
134
$536K 0.1%
9,583
-40
135
$521K 0.09%
11,911
-232
136
$520K 0.09%
11,640
-2,443
137
$517K 0.09%
9,357
-1,439
138
$514K 0.09%
12,575
+12
139
$503K 0.09%
6,807
-328
140
$479K 0.09%
3,899
-640
141
$474K 0.08%
883
+6
142
$471K 0.08%
4,557
-387
143
$466K 0.08%
1,123
-408
144
$453K 0.08%
3,586
+271
145
$452K 0.08%
2,127
+319
146
$434K 0.08%
5,011
-970
147
$432K 0.08%
13,035
-1
148
$430K 0.08%
1,947
-31
149
$416K 0.07%
4,833
150
$406K 0.07%
2,030
4 5
6
7 8