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
$589M
AUM Growth
+$39.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$1.21M
3
+$905K
4
TTEK icon
Tetra Tech
TTEK
+$630K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$606K

Top Sells

1
+$882K
2
+$738K
3
+$619K
4
V icon
Visa
V
+$497K
5
HUN icon
Huntsman Corp
HUN
+$477K

Sector Composition

1 Technology 17.57%
2 Financials 10.74%
3 Healthcare 9.68%
4 Industrials 7.18%
5 Consumer Discretionary 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$321K 0.05%
14,648
+1,480
177
$317K 0.05%
1,211
-383
178
$316K 0.05%
717
179
$302K 0.05%
12,492
+1,707
180
$292K 0.05%
5,157
+202
181
$290K 0.05%
1,026
182
$288K 0.05%
4,563
-169
183
$284K 0.05%
1,681
-48
184
$282K 0.05%
+1,023
185
$280K 0.05%
1,062
186
$271K 0.05%
+10,038
187
$265K 0.04%
5,628
+159
188
$260K 0.04%
14,916
-798
189
$254K 0.04%
2,328
-313
190
$250K 0.04%
3,993
191
$244K 0.04%
+3,614
192
$243K 0.04%
705
193
$235K 0.04%
1,421
-18
194
$233K 0.04%
1,372
-69
195
$232K 0.04%
3,169
-185
196
$230K 0.04%
6,176
-286
197
$229K 0.04%
600
-47
198
$229K 0.04%
468
-59
199
$226K 0.04%
14,919
+429
200
$225K 0.04%
+2,460
5 6 7
8
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