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
$754M
AUM Growth
+$4.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$8.18M
2
+$4.09M
3
+$3.86M
4
ACN icon
Accenture
ACN
+$2.82M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$2.42M

Top Sells

1
+$8.07M
2
+$3.66M
3
+$2.57M
4
AMD icon
Advanced Micro Devices
AMD
+$2.43M
5
NVO icon
Novo Nordisk
NVO
+$1.17M

Sector Composition

1 Technology 21.11%
2 Financials 11.25%
3 Healthcare 7.58%
4 Industrials 7.54%
5 Consumer Discretionary 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
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2,665
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152
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153
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