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RWA

River Wealth Advisors Portfolio holdings

AUM $871M
1-Year Est. Return 20.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$855M
AUM Growth
+$50.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$4.03M
2
+$1.31M
3
+$1.26M
4
SMLF icon
iShares US Small Cap Equity Factor ETF
SMLF
+$1.05M
5
XSMO icon
Invesco S&P SmallCap Momentum ETF
XSMO
+$928K

Top Sells

1
+$5.86M
2
+$3.37M
3
+$2.87M
4
ELV icon
Elevance Health
ELV
+$2.21M
5
ARW icon
Arrow Electronics
ARW
+$1.12M

Sector Composition

1 Technology 22.02%
2 Financials 11.72%
3 Communication Services 7.35%
4 Industrials 7.1%
5 Healthcare 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$528K 0.06%
7,961
-808
152
$517K 0.06%
4,416
+244
153
$510K 0.06%
8,547
-56
154
$510K 0.06%
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155
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2,104
-2,624
156
$492K 0.06%
5,148
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157
$478K 0.06%
6,508
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158
$476K 0.06%
2,492
-140
159
$473K 0.06%
3,357
160
$454K 0.05%
2,298
-155
161
$451K 0.05%
2,837
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162
$423K 0.05%
1,367
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163
$406K 0.05%
2,899
164
$405K 0.05%
4,640
-42
165
$388K 0.05%
4,152
166
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167
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168
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3,661
169
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1,800
170
$368K 0.04%
4,874
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171
$359K 0.04%
6,663
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172
$358K 0.04%
3,819
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173
$341K 0.04%
1,854
-83
174
$330K 0.04%
8,557
+1,154
175
$328K 0.04%
1,723
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