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
$688M
AUM Growth
+$61.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$3M
2
+$2.55M
3
+$2.03M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.46M
5
NVDA icon
NVIDIA
NVDA
+$1.17M

Top Sells

1
+$2.69M
2
+$2.33M
3
+$1.38M
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$1.33M
5
TMO icon
Thermo Fisher Scientific
TMO
+$1.21M

Sector Composition

1 Technology 18.64%
2 Financials 10.47%
3 Healthcare 9.42%
4 Industrials 7.99%
5 Consumer Discretionary 7.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$643K 0.09%
12,821
+910
127
$622K 0.09%
2,393
+116
128
$621K 0.09%
14,743
+857
129
$616K 0.09%
4,279
-1,350
130
$607K 0.09%
4,976
+22
131
$592K 0.09%
10,182
+932
132
$592K 0.09%
14,969
-5,400
133
$589K 0.09%
2,558
+257
134
$588K 0.09%
4,483
-215
135
$582K 0.08%
9,505
-100
136
$573K 0.08%
3,679
-186
137
$570K 0.08%
5,014
+1,847
138
$569K 0.08%
2,015
-85
139
$539K 0.08%
1,028
140
$530K 0.08%
16,671
-4,894
141
$508K 0.07%
3,924
-132
142
$498K 0.07%
8,579
143
$494K 0.07%
3,740
-3,866
144
$469K 0.07%
1,734
+180
145
$432K 0.06%
2,313
146
$416K 0.06%
7,678
+3,346
147
$415K 0.06%
+5,923
148
$413K 0.06%
2,842
-375
149
$410K 0.06%
2,073
-129
150
$410K 0.06%
675
+3
4 5
6
7 8