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
$688M
AUM Growth
+$61.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$3M
2
+$2.55M
3
+$2.03M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.46M
5
NVDA icon
NVIDIA
NVDA
+$1.17M

Top Sells

1
+$2.69M
2
+$2.33M
3
+$1.38M
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$1.33M
5
TMO icon
Thermo Fisher Scientific
TMO
+$1.21M

Sector Composition

1 Technology 18.64%
2 Financials 10.47%
3 Healthcare 9.42%
4 Industrials 7.99%
5 Consumer Discretionary 7.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$274K 0.04%
1,491
-100
177
$273K 0.04%
4,591
-34
178
$271K 0.04%
13,098
-225
179
$270K 0.04%
3,644
-1,248
180
$266K 0.04%
4,415
-187
181
$258K 0.04%
1,301
-311
182
$249K 0.04%
1,215
-115
183
$249K 0.04%
1,869
-100
184
$248K 0.04%
3,002
+32
185
$239K 0.03%
716
-99
186
$238K 0.03%
+7,866
187
$236K 0.03%
547
-24
188
$230K 0.03%
11,808
-342
189
$229K 0.03%
847
-25
190
$225K 0.03%
2,388
-78
191
$224K 0.03%
+761
192
$222K 0.03%
8,543
-21,236
193
$220K 0.03%
1,252
+112
194
$219K 0.03%
561
-17
195
$219K 0.03%
499
-138
196
$219K 0.03%
807
197
$218K 0.03%
997
-302
198
$217K 0.03%
2,246
-764
199
$217K 0.03%
+3,202
200
$216K 0.03%
1,393
-172
5 6 7
8
9