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
$383M
AUM Growth
+$53.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$3.52M
2
+$2.28M
3
+$1.54M
4
PLD icon
Prologis
PLD
+$1.52M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.44M

Top Sells

1
+$1.91M
2
+$1.32M
3
+$838K
4
TFC icon
Truist Financial
TFC
+$828K
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$317K

Sector Composition

1 Technology 13.8%
2 Financials 11.85%
3 Healthcare 9.47%
4 Consumer Discretionary 7.3%
5 Industrials 6.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$373K 0.1%
4,032
152
$363K 0.09%
15,094
+2
153
$360K 0.09%
4,069
-168
154
$357K 0.09%
26,910
-2,538
155
$354K 0.09%
4,373
+9
156
$344K 0.09%
1,685
-140
157
$329K 0.09%
970
158
$327K 0.09%
32,360
159
$326K 0.09%
17,664
-495
160
$324K 0.08%
5,193
+552
161
$310K 0.08%
9,340
+3,120
162
$306K 0.08%
5,301
+1,043
163
$303K 0.08%
19,310
-672
164
$301K 0.08%
+3,106
165
$295K 0.08%
3,435
+114
166
$291K 0.08%
3,158
+159
167
$290K 0.08%
+9,499
168
$284K 0.07%
2,624
-76
169
$278K 0.07%
1,945
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170
$277K 0.07%
3,596
171
$273K 0.07%
1,590
+390
172
$261K 0.07%
+3,487
173
$257K 0.07%
1,224
+141
174
$256K 0.07%
+4,241
175
$249K 0.07%
9,302
-67
5 6
7
8 9