RWA

River Wealth Advisors Portfolio holdings

AUM $892M
1-Year Est. Return 19.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$804M
AUM Growth
+$85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$20.8M
2
+$20.7M
3
+$6.79M
4
NOW icon
ServiceNow
NOW
+$5.73M
5
AAPL icon
Apple
AAPL
+$2.07M

Top Sells

1
+$30.8M
2
+$6.67M
3
+$3.32M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$3.27M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.11M

Sector Composition

1 Technology 21.24%
2 Financials 11.95%
3 Industrials 7.48%
4 Healthcare 7.14%
5 Consumer Discretionary 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$838K 0.1%
7,968
-686
127
$825K 0.1%
9,922
-218
128
$820K 0.1%
3,205
-165
129
$774K 0.1%
3,131
-35
130
$753K 0.09%
5,672
-62
131
$743K 0.09%
5,463
+419
132
$705K 0.09%
12,370
+121
133
$700K 0.09%
4,216
134
$696K 0.09%
5,611
-223
135
$677K 0.08%
2,945
+102
136
$665K 0.08%
5,825
-335
137
$664K 0.08%
1,173
-10
138
$657K 0.08%
3,334
-72
139
$641K 0.08%
8,551
140
$638K 0.08%
2,189
-30
141
$630K 0.08%
8,603
+184
142
$625K 0.08%
3,561
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143
$622K 0.08%
2,256
+317
144
$621K 0.08%
4,818
-9
145
$620K 0.08%
8,769
+397
146
$620K 0.08%
5,673
-10,738
147
$593K 0.07%
2,031
-100
148
$593K 0.07%
6,454
-42
149
$590K 0.07%
11,919
-318
150
$578K 0.07%
2,160
4 5
6
7 8