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
$533M
AUM Growth
+$70.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$9.03M
2
+$7.02M
3
+$2.43M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.38M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.15M

Top Sells

1
+$511K
2
+$256K
3
+$235K
4
TFC icon
Truist Financial
TFC
+$230K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$205K

Sector Composition

1 Technology 12.36%
2 Financials 12.06%
3 Healthcare 8.66%
4 Industrials 6.61%
5 Consumer Discretionary 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$471K 0.09%
4,939
+575
152
$469K 0.09%
44,453
+762
153
$457K 0.09%
3,257
154
$444K 0.08%
4,388
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155
$442K 0.08%
929
-41
156
$437K 0.08%
838
-18
157
$429K 0.08%
2,267
+6
158
$427K 0.08%
4,140
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159
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5,065
-23
160
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17,223
161
$397K 0.07%
14,704
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162
$393K 0.07%
1,213
163
$391K 0.07%
24,270
-1,272
164
$390K 0.07%
2,008
+345
165
$390K 0.07%
3,571
-25
166
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20,742
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167
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168
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1,685
169
$357K 0.07%
3,694
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170
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3,534
171
$346K 0.06%
3,271
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172
$344K 0.06%
8,808
-96
173
$337K 0.06%
4,681
-209
174
$330K 0.06%
2,191
-233
175
$328K 0.06%
1,278
+200
5 6
7
8 9