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
$589M
AUM Growth
+$39.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$1.21M
3
+$905K
4
TTEK icon
Tetra Tech
TTEK
+$630K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$606K

Top Sells

1
+$882K
2
+$738K
3
+$619K
4
V icon
Visa
V
+$497K
5
HUN icon
Huntsman Corp
HUN
+$477K

Sector Composition

1 Technology 17.57%
2 Financials 10.74%
3 Healthcare 9.68%
4 Industrials 7.18%
5 Consumer Discretionary 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$455K 0.08%
3,715
-138
152
$439K 0.07%
13,036
-838
153
$432K 0.07%
2,763
154
$431K 0.07%
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-31
155
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6,681
-36
156
$425K 0.07%
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-25
157
$418K 0.07%
4,788
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158
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877
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159
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3,315
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160
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1,859
-3
161
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162
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163
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164
$396K 0.07%
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165
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2,327
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166
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167
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168
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5,791
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170
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171
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1,572
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172
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6,546
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173
$337K 0.06%
2,399
174
$328K 0.06%
4,759
175
$327K 0.06%
750
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7
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