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
$533M
AUM Growth
+$70.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$9.03M
2
+$7.02M
3
+$2.43M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.38M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.15M

Top Sells

1
+$511K
2
+$256K
3
+$235K
4
TFC icon
Truist Financial
TFC
+$230K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$205K

Sector Composition

1 Technology 12.36%
2 Financials 12.06%
3 Healthcare 8.66%
4 Industrials 6.61%
5 Consumer Discretionary 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$319K 0.06%
1,572
+160
177
$316K 0.06%
3,561
+313
178
$314K 0.06%
2,507
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179
$313K 0.06%
1,607
+116
180
$313K 0.06%
9,846
+294
181
$309K 0.06%
877
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182
$300K 0.06%
1,654
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183
$299K 0.06%
1,032
+140
184
$294K 0.06%
4,502
+25
185
$291K 0.05%
1,315
186
$284K 0.05%
2,934
+372
187
$283K 0.05%
+3,524
188
$277K 0.05%
+5,042
189
$271K 0.05%
1,114
+70
190
$269K 0.05%
1,136
-28
191
$262K 0.05%
2,219
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192
$259K 0.05%
5,712
+1,257
193
$258K 0.05%
+10,352
194
$254K 0.05%
+4,144
195
$246K 0.05%
4,030
-1,102
196
$244K 0.05%
+502
197
$240K 0.05%
941
-2,004
198
$233K 0.04%
2,586
+9
199
$230K 0.04%
4,707
-69
200
$221K 0.04%
2,405
-5
5 6 7
8
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