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
$464M
AUM Growth
-$78.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$2.38M
2
+$1.14M
3
+$945K
4
TSLA icon
Tesla
TSLA
+$613K
5
QCOM icon
Qualcomm
QCOM
+$405K

Top Sells

1
+$14.8M
2
+$6.98M
3
+$5.36M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$4.22M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.75M

Sector Composition

1 Technology 14.79%
2 Financials 12.07%
3 Healthcare 10.73%
4 Industrials 7.03%
5 Consumer Discretionary 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$392K 0.08%
1,927
-199
152
$385K 0.08%
3,141
-1,318
153
$378K 0.08%
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154
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155
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156
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3,152
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173
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1,330
174
$286K 0.06%
1,668
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175
$283K 0.06%
1,324
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7
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