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
$697M
AUM Growth
+$9.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.81M
3
+$1.74M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.04M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$877K

Top Sells

1
+$4.7M
2
+$2.05M
3
+$1.14M
4
TMO icon
Thermo Fisher Scientific
TMO
+$859K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$489K

Sector Composition

1 Technology 20.8%
2 Financials 10%
3 Healthcare 8.95%
4 Industrials 7.86%
5 Consumer Discretionary 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$393K 0.06%
12,752
-3,919
152
$392K 0.06%
581
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153
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154
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156
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157
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159
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162
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163
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164
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165
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166
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171
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173
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174
$272K 0.04%
1,491
175
$269K 0.04%
629
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