RWA

River Wealth Advisors Portfolio holdings

AUM $855M
1-Year Est. Return 16.09%
This Quarter Est. Return
1 Year Est. Return
+16.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$250M
AUM Growth
-$45.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$9.41M
2
+$6.25M
3
+$5M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$4.18M
5
KRNY icon
Kearny Financial
KRNY
+$1.35M

Top Sells

1
+$2.57M
2
+$1.02M
3
+$850K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$552K
5
VXF icon
Vanguard Extended Market ETF
VXF
+$537K

Sector Composition

1 Financials 13.84%
2 Technology 12.28%
3 Healthcare 11.3%
4 Industrials 7.06%
5 Communication Services 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$206K 0.08%
+1,365
152
$201K 0.08%
1,745
-34
153
$157K 0.06%
10,550
-895
154
$156K 0.06%
43,691
+12,898
155
$154K 0.06%
15,910
-544
156
$143K 0.06%
27,858
-8,650
157
$90K 0.04%
18,699
-4,565
158
$37K 0.01%
11,339
-1,809
159
– –
-10,045
160
– –
-2,545
161
– –
-4,150
162
– –
-1,100
163
– –
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164
– –
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165
– –
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166
– –
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167
– –
-6,476
168
– –
-3,707
169
– –
-1,917
170
– –
-13,248
171
– –
-18,126
172
– –
-12,780
173
– –
-1,734
174
– –
-2,194
3 4 5 6
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