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
$750M
AUM Growth
+$53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$6.96M
2
+$3.35M
3
+$2.2M
4
TMUS icon
T-Mobile US
TMUS
+$1.62M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.32M

Top Sells

1
+$2.85M
2
+$1.91M
3
+$1.86M
4
AMZN icon
Amazon
AMZN
+$1.23M
5
CMCSA icon
Comcast
CMCSA
+$1.18M

Sector Composition

1 Technology 20.15%
2 Financials 10.15%
3 Healthcare 8.78%
4 Industrials 8.11%
5 Consumer Discretionary 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$746K 0.1%
10,377
+568
127
$738K 0.1%
1,295
+13
128
$726K 0.1%
1,469
-18
129
$719K 0.1%
2,539
+43
130
$678K 0.09%
2,245
-2
131
$677K 0.09%
12,819
+906
132
$642K 0.09%
11,366
+164
133
$637K 0.08%
3,649
-14
134
$610K 0.08%
+28,881
135
$610K 0.08%
5,346
-29
136
$609K 0.08%
6,753
+40
137
$604K 0.08%
2,580
+21
138
$603K 0.08%
2,921
+99
139
$602K 0.08%
1,027
-1
140
$592K 0.08%
+3,390
141
$580K 0.08%
9,259
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142
$568K 0.08%
12,524
-1,000
143
$565K 0.08%
4,266
-277
144
$561K 0.07%
3,996
+38
145
$559K 0.07%
3,926
+1
146
$538K 0.07%
3,014
-2,640
147
$514K 0.07%
4,720
-256
148
$491K 0.07%
2,755
-87
149
$478K 0.06%
2,313
150
$463K 0.06%
5,929
+2,754
4 5
6
7 8