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
$559M
AUM Growth
-$30.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$1.21M
3
+$727K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$647K
5
TJX icon
TJX Companies
TJX
+$409K

Top Sells

1
+$813K
2
+$595K
3
+$562K
4
HUN icon
Huntsman Corp
HUN
+$547K
5
QCOM icon
Qualcomm
QCOM
+$517K

Sector Composition

1 Technology 17.41%
2 Financials 10.78%
3 Healthcare 9.62%
4 Industrials 7.23%
5 Consumer Discretionary 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$279K 0.05%
5,082
-75
177
$272K 0.05%
1,023
178
$264K 0.05%
6,425
-4,731
179
$262K 0.05%
1,012
-50
180
$249K 0.04%
1,392
-29
181
$243K 0.04%
2,269
-59
182
$243K 0.04%
10,296
-2,196
183
$241K 0.04%
1,668
-13
184
$240K 0.04%
1,969
-430
185
$239K 0.04%
468
186
$234K 0.04%
13,881
-1,035
187
$233K 0.04%
3,337
-2,207
188
$230K 0.04%
527
189
$229K 0.04%
4,920
-708
190
$229K 0.04%
705
191
$228K 0.04%
3,765
-798
192
$227K 0.04%
3,993
193
$227K 0.04%
588
194
$224K 0.04%
594
-6
195
$208K 0.04%
552
-165
196
$201K 0.04%
+2,124
197
$175K 0.03%
14,119
-800
198
$37.6K 0.01%
+23,500
199
$21.2K ﹤0.01%
10,000
200
– –
-2,460
5 6 7
8
9