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
$697M
AUM Growth
+$9.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.81M
3
+$1.74M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.04M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$877K

Top Sells

1
+$4.7M
2
+$2.05M
3
+$1.14M
4
TMO icon
Thermo Fisher Scientific
TMO
+$859K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$489K

Sector Composition

1 Technology 20.8%
2 Financials 10%
3 Healthcare 8.95%
4 Industrials 7.86%
5 Consumer Discretionary 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$628K 0.09%
3,663
-16
127
$624K 0.09%
9,809
+304
128
$617K 0.09%
9,118
+4,703
129
$613K 0.09%
9,712
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130
$593K 0.09%
1,028
131
$589K 0.08%
11,913
-908
132
$579K 0.08%
10,059
+1,480
133
$574K 0.08%
4,976
134
$572K 0.08%
4,543
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135
$559K 0.08%
5,375
+361
136
$556K 0.08%
13,524
-1,219
137
$549K 0.08%
2,822
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138
$542K 0.08%
3,925
+1
139
$521K 0.07%
+6,713
140
$520K 0.07%
2,559
+1
141
$518K 0.07%
3,958
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142
$458K 0.07%
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143
$456K 0.07%
2,313
144
$447K 0.06%
3,767
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145
$439K 0.06%
20,517
+7,419
146
$430K 0.06%
2,842
147
$421K 0.06%
2,772
-1,507
148
$418K 0.06%
1,571
-163
149
$410K 0.06%
1,126
+83
150
$407K 0.06%
10,592
-4,377
4 5
6
7 8