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
$754M
AUM Growth
+$4.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$8.18M
2
+$4.09M
3
+$3.86M
4
ACN icon
Accenture
ACN
+$2.82M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$2.42M

Top Sells

1
+$8.07M
2
+$3.66M
3
+$2.57M
4
AMD icon
Advanced Micro Devices
AMD
+$2.43M
5
NVO icon
Novo Nordisk
NVO
+$1.17M

Sector Composition

1 Technology 21.11%
2 Financials 11.25%
3 Healthcare 7.58%
4 Industrials 7.54%
5 Consumer Discretionary 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$765K 0.1%
+37,084
127
$760K 0.1%
5,788
-1,275
128
$703K 0.09%
3,085
-471
129
$703K 0.09%
3,758
130
$700K 0.09%
2,534
+13
131
$697K 0.09%
6,257
-32,864
132
$697K 0.09%
4,114
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133
$685K 0.09%
15,553
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134
$678K 0.09%
3,916
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135
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1,190
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136
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2,265
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137
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8,703
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138
$613K 0.08%
3,318
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139
$606K 0.08%
8,881
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140
$606K 0.08%
12,674
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141
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143
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8,993
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144
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145
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625
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146
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147
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148
$541K 0.07%
3,193
-197
149
$534K 0.07%
8,700
-559
150
$530K 0.07%
853
-174
4 5
6
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