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
$626M
AUM Growth
+$67.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$3.51M
2
+$2.39M
3
+$1.33M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.33M
5
NVDA icon
NVIDIA
NVDA
+$1.08M

Top Sells

1
+$1.08M
2
+$1.02M
3
+$941K
4
FITB icon
Fifth Third Bancorp
FITB
+$763K
5
PLD icon
Prologis
PLD
+$652K

Sector Composition

1 Technology 17.88%
2 Financials 10.84%
3 Healthcare 8.94%
4 Industrials 7.36%
5 Consumer Discretionary 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$696K 0.11%
1,503
-71
127
$694K 0.11%
+7,595
128
$679K 0.11%
1,338
-19
129
$674K 0.11%
6,557
-250
130
$626K 0.1%
23,091
-9,488
131
$615K 0.1%
21,565
-1,963
132
$571K 0.09%
2,643
-1,611
133
$571K 0.09%
11,911
134
$566K 0.09%
9,605
+22
135
$555K 0.09%
3,865
-34
136
$546K 0.09%
11,093
-1,482
137
$545K 0.09%
2,100
+153
138
$540K 0.09%
2,277
+150
139
$533K 0.09%
4,954
-1,840
140
$531K 0.08%
9,250
-107
141
$528K 0.08%
4,698
-313
142
$522K 0.08%
13,886
+851
143
$498K 0.08%
1,028
-95
144
$493K 0.08%
4,056
-1,656
145
$475K 0.08%
10,114
-1,526
146
$462K 0.07%
+8,579
147
$441K 0.07%
3,217
-369
148
$438K 0.07%
2,301
-54
149
$403K 0.06%
4,664
-169
150
$400K 0.06%
2,345
-1,275
4 5
6
7 8