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
$688M
AUM Growth
+$61.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$3M
2
+$2.55M
3
+$2.03M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.46M
5
NVDA icon
NVIDIA
NVDA
+$1.17M

Top Sells

1
+$2.69M
2
+$2.33M
3
+$1.38M
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$1.33M
5
TMO icon
Thermo Fisher Scientific
TMO
+$1.21M

Sector Composition

1 Technology 18.64%
2 Financials 10.47%
3 Healthcare 9.42%
4 Industrials 7.99%
5 Consumer Discretionary 7.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$407K 0.06%
2,335
-10
152
$404K 0.06%
1,617
+11
153
$404K 0.06%
3,078
154
$397K 0.06%
695
155
$387K 0.06%
14,050
-9,041
156
$387K 0.06%
3,195
+5
157
$382K 0.06%
1,526
-51
158
$378K 0.05%
4,316
-172
159
$376K 0.05%
+1,825
160
$369K 0.05%
4,039
+95
161
$361K 0.05%
7,345
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162
$355K 0.05%
3,049
-119
163
$352K 0.05%
1,043
164
$344K 0.05%
12,792
+3,105
165
$340K 0.05%
+1,689
166
$333K 0.05%
4,993
167
$331K 0.05%
13,460
-1,646
168
$330K 0.05%
1,670
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169
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4,559
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170
$325K 0.05%
4,230
-254
171
$323K 0.05%
938
+234
172
$299K 0.04%
4,283
+49
173
$299K 0.04%
1,870
-210
174
$294K 0.04%
3,867
-797
175
$282K 0.04%
+777
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