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
$750M
AUM Growth
+$53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$6.96M
2
+$3.35M
3
+$2.2M
4
TMUS icon
T-Mobile US
TMUS
+$1.62M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.32M

Top Sells

1
+$2.85M
2
+$1.91M
3
+$1.86M
4
AMZN icon
Amazon
AMZN
+$1.23M
5
CMCSA icon
Comcast
CMCSA
+$1.18M

Sector Composition

1 Technology 20.15%
2 Financials 10.15%
3 Healthcare 8.78%
4 Industrials 8.11%
5 Consumer Discretionary 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$457K 0.06%
3,565
-202
152
$446K 0.06%
5,001
+8
153
$445K 0.06%
1,686
+76
154
$440K 0.06%
620
+39
155
$438K 0.06%
1,552
-19
156
$426K 0.06%
5,272
-3,846
157
$422K 0.06%
8,156
-318
158
$415K 0.06%
+4,102
159
$412K 0.05%
2,899
160
$411K 0.05%
1,460
+24
161
$406K 0.05%
3,916
162
$396K 0.05%
1,960
+19
163
$392K 0.05%
1,043
-83
164
$382K 0.05%
14,828
+162
165
$364K 0.05%
1,800
-10
166
$349K 0.05%
5,154
-1,074
167
$347K 0.05%
3,211
-199
168
$345K 0.05%
2,129
-643
169
$339K 0.05%
1,297
-597
170
$336K 0.04%
11,910
-99
171
$331K 0.04%
5,110
-29
172
$327K 0.04%
2,008
-139
173
$318K 0.04%
4,364
+21
174
$310K 0.04%
+1,732
175
$309K 0.04%
6,913
-3,679
5 6
7
8 9