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
$543M
AUM Growth
-$83.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$693K
3
+$638K
4
TJX icon
TJX Companies
TJX
+$621K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$611K

Top Sells

1
+$936K
2
+$666K
3
+$318K
4
RNP icon
Cohen & Steers REIT and Preferred and Income Fund
RNP
+$313K
5
AMD icon
Advanced Micro Devices
AMD
+$296K

Sector Composition

1 Technology 13.82%
2 Financials 11.64%
3 Healthcare 10.06%
4 Industrials 6.56%
5 Consumer Discretionary 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$473K 0.09%
2,256
-32
152
$467K 0.09%
2,112
+120
153
$464K 0.09%
7,079
+2,011
154
$453K 0.08%
4,191
+329
155
$445K 0.08%
4,376
-223
156
$436K 0.08%
44,453
-745
157
$430K 0.08%
4,234
158
$413K 0.08%
9,270
-625
159
$412K 0.08%
4,265
-71
160
$411K 0.08%
2,126
161
$411K 0.08%
5,174
-23
162
$408K 0.08%
9,014
+4,047
163
$407K 0.08%
3,748
+1,700
164
$404K 0.07%
2,958
+1,811
165
$399K 0.07%
1,343
+248
166
$399K 0.07%
2,596
+75
167
$398K 0.07%
2,355
-110
168
$371K 0.07%
2,761
+8
169
$360K 0.07%
4,493
+226
170
$353K 0.07%
2,675
+800
171
$347K 0.06%
3,561
172
$346K 0.06%
8,837
+7
173
$346K 0.06%
4,570
-156
174
$340K 0.06%
3,167
-325
175
$331K 0.06%
8,160
+1,266
5 6
7
8 9