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
$543M
AUM Growth
-$83.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$693K
3
+$638K
4
TJX icon
TJX Companies
TJX
+$621K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$611K

Top Sells

1
+$936K
2
+$666K
3
+$318K
4
RNP icon
Cohen & Steers REIT and Preferred and Income Fund
RNP
+$313K
5
AMD icon
Advanced Micro Devices
AMD
+$296K

Sector Composition

1 Technology 13.82%
2 Financials 11.64%
3 Healthcare 10.06%
4 Industrials 6.56%
5 Consumer Discretionary 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$328K 0.06%
13,758
+1,881
177
$308K 0.06%
1,371
+402
178
$306K 0.06%
3,505
179
$301K 0.06%
2,883
-198
180
$300K 0.06%
19,066
+1,582
181
$296K 0.05%
975
182
$294K 0.05%
6,645
-332
183
$293K 0.05%
5,027
-410
184
$286K 0.05%
1,330
+25
185
$286K 0.05%
1,450
+11
186
$283K 0.05%
19,179
-141
187
$279K 0.05%
+4,409
188
$277K 0.05%
20,407
-106
189
$274K 0.05%
3,583
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190
$274K 0.05%
1,231
191
$270K 0.05%
1,657
+15
192
$263K 0.05%
4,337
-148
193
$261K 0.05%
1,059
-26
194
$258K 0.05%
4,389
-52
195
$257K 0.05%
13,188
+3,100
196
$250K 0.05%
1,880
+46
197
$247K 0.05%
2,323
-851
198
$239K 0.04%
654
+54
199
$231K 0.04%
+1,636
200
$228K 0.04%
2,866
-46
5 6 7
8
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