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
$626M
AUM Growth
+$67.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$3.51M
2
+$2.39M
3
+$1.33M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.33M
5
NVDA icon
NVIDIA
NVDA
+$1.08M

Top Sells

1
+$1.08M
2
+$1.02M
3
+$941K
4
FITB icon
Fifth Third Bancorp
FITB
+$763K
5
PLD icon
Prologis
PLD
+$652K

Sector Composition

1 Technology 17.88%
2 Financials 10.84%
3 Healthcare 8.94%
4 Industrials 7.36%
5 Consumer Discretionary 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$283K 0.05%
1,140
-39
177
$277K 0.04%
1,612
-485
178
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4,234
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179
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180
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181
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+1,561
182
$250K 0.04%
13,323
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183
$248K 0.04%
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185
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571
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186
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187
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189
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190
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492
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191
$234K 0.04%
+2,970
192
$231K 0.04%
+2,385
193
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194
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+12,150
195
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4,332
-2,072
196
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+704
197
$217K 0.03%
1,565
-103
198
$211K 0.03%
353
-115
199
$210K 0.03%
2,853
-484
200
$208K 0.03%
+2,104
5 6 7
8
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