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
$383M
AUM Growth
+$53.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$3.52M
2
+$2.28M
3
+$1.54M
4
PLD icon
Prologis
PLD
+$1.52M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.44M

Top Sells

1
+$1.91M
2
+$1.32M
3
+$838K
4
TFC icon
Truist Financial
TFC
+$828K
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$317K

Sector Composition

1 Technology 13.8%
2 Financials 11.85%
3 Healthcare 9.47%
4 Consumer Discretionary 7.3%
5 Industrials 6.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$248K 0.06%
7,721
+1,089
177
$247K 0.06%
1,087
+72
178
$247K 0.06%
+2,942
179
$246K 0.06%
+2,364
180
$246K 0.06%
+2,572
181
$242K 0.06%
5,401
-1,167
182
$242K 0.06%
43,691
183
$239K 0.06%
+672
184
$238K 0.06%
+2,021
185
$224K 0.06%
+1,662
186
$223K 0.06%
+1,265
187
$222K 0.06%
4,802
-350
188
$217K 0.06%
+2,497
189
$217K 0.06%
9,237
+299
190
$211K 0.06%
+2,550
191
$209K 0.05%
+1,929
192
$208K 0.05%
3,800
193
$206K 0.05%
+1,044
194
$205K 0.05%
+2,562
195
$204K 0.05%
+3,385
196
$203K 0.05%
+1,772
197
$118K 0.03%
12,639
-2,294
198
$72K 0.02%
11,708
-4,050
199
$51K 0.01%
12,376
-513
200
– –
-20,871
5 6 7
8
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