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
$464M
AUM Growth
-$78.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$2.38M
2
+$1.14M
3
+$945K
4
TSLA icon
Tesla
TSLA
+$613K
5
QCOM icon
Qualcomm
QCOM
+$405K

Top Sells

1
+$14.8M
2
+$6.98M
3
+$5.36M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$4.22M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.75M

Sector Composition

1 Technology 14.79%
2 Financials 12.07%
3 Healthcare 10.73%
4 Industrials 7.03%
5 Consumer Discretionary 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$282K 0.06%
4,657
-370
177
$278K 0.06%
1,477
+27
178
$277K 0.06%
1,856
-24
179
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12,156
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180
$264K 0.06%
3,751
-1,423
181
$262K 0.06%
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182
$243K 0.05%
3,193
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183
$241K 0.05%
5,580
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184
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1,066
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185
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186
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12,212
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187
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19,603
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188
$218K 0.05%
1,509
189
$216K 0.05%
5,004
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190
$211K 0.05%
528
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191
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192
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3,636
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193
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+3,293
194
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10,863
195
$169K 0.04%
15,073
-597
196
$23K 0.01%
10,000
197
– –
-654
198
– –
-2,958
199
– –
-196,504
200
– –
-2,866
5 6 7
8
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