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
$559M
AUM Growth
-$30.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$1.21M
3
+$727K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$647K
5
TJX icon
TJX Companies
TJX
+$409K

Top Sells

1
+$813K
2
+$595K
3
+$562K
4
HUN icon
Huntsman Corp
HUN
+$547K
5
QCOM icon
Qualcomm
QCOM
+$517K

Sector Composition

1 Technology 17.41%
2 Financials 10.78%
3 Healthcare 9.62%
4 Industrials 7.23%
5 Consumer Discretionary 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$385K 0.07%
2,355
+30
152
$372K 0.07%
6,404
-277
153
$370K 0.07%
1,624
-235
154
$368K 0.07%
3,330
-666
155
$367K 0.07%
1,561
-201
156
$362K 0.06%
4,788
157
$361K 0.06%
3,725
-8,395
158
$357K 0.06%
3,286
159
$354K 0.06%
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160
$354K 0.06%
5,500
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161
$351K 0.06%
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162
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163
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5,783
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164
$344K 0.06%
750
165
$340K 0.06%
6,378
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167
$332K 0.06%
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168
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169
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1,583
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170
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171
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2,097
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172
$303K 0.05%
14,608
-40
173
$295K 0.05%
7,815
-752
174
$295K 0.05%
1,179
-32
175
$284K 0.05%
1,766
-567
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7
8 9