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
$626M
AUM Growth
+$67.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$3.51M
2
+$2.39M
3
+$1.33M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.33M
5
NVDA icon
NVIDIA
NVDA
+$1.08M

Top Sells

1
+$1.08M
2
+$1.02M
3
+$941K
4
FITB icon
Fifth Third Bancorp
FITB
+$763K
5
PLD icon
Prologis
PLD
+$652K

Sector Composition

1 Technology 17.88%
2 Financials 10.84%
3 Healthcare 8.94%
4 Industrials 7.36%
5 Consumer Discretionary 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$394K 0.06%
5,731
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152
$392K 0.06%
2,313
153
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154
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161
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162
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170
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171
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172
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2,080
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$295K 0.05%
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175
$284K 0.05%
1,591
-175
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