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RWA

River Wealth Advisors Portfolio holdings

AUM $871M
1-Year Est. Return 20.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$855M
AUM Growth
+$50.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$4.03M
2
+$1.31M
3
+$1.26M
4
SMLF icon
iShares US Small Cap Equity Factor ETF
SMLF
+$1.05M
5
XSMO icon
Invesco S&P SmallCap Momentum ETF
XSMO
+$928K

Top Sells

1
+$5.86M
2
+$3.37M
3
+$2.87M
4
ELV icon
Elevance Health
ELV
+$2.21M
5
ARW icon
Arrow Electronics
ARW
+$1.12M

Sector Composition

1 Technology 22.02%
2 Financials 11.72%
3 Communication Services 7.35%
4 Industrials 7.1%
5 Healthcare 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$789K 0.09%
4,216
127
$783K 0.09%
3,002
-129
128
$752K 0.09%
5,445
-380
129
$746K 0.09%
2,189
130
$718K 0.08%
11,982
-388
131
$709K 0.08%
2,461
-131
132
$706K 0.08%
5,274
-189
133
$700K 0.08%
1,574
+209
134
$699K 0.08%
1,173
135
$696K 0.08%
2,947
+2
136
$686K 0.08%
8,551
137
$661K 0.08%
5,562
-111
138
$641K 0.08%
5,600
-11
139
$639K 0.07%
11,795
-124
140
$627K 0.07%
+19,515
141
$616K 0.07%
2,770
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142
$614K 0.07%
2,019
-12
143
$612K 0.07%
6,456
+2
144
$612K 0.07%
5,055
-8,888
145
$605K 0.07%
1,752
-9,475
146
$604K 0.07%
2,164
+4
147
$599K 0.07%
4,819
+1
148
$565K 0.07%
3,481
-80
149
$547K 0.06%
26,012
+4,843
150
$540K 0.06%
2,213
4 5
6
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