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
$697M
AUM Growth
+$9.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.81M
3
+$1.74M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.04M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$877K

Top Sells

1
+$4.7M
2
+$2.05M
3
+$1.14M
4
TMO icon
Thermo Fisher Scientific
TMO
+$859K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$489K

Sector Composition

1 Technology 20.8%
2 Financials 10%
3 Healthcare 8.95%
4 Industrials 7.86%
5 Consumer Discretionary 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$266K 0.04%
4,586
-5
177
$260K 0.04%
786
+9
178
$259K 0.04%
677
+6
179
$256K 0.04%
1,869
180
$246K 0.04%
1,263
-407
181
$244K 0.04%
3,010
+8
182
$241K 0.03%
2,476
+88
183
$231K 0.03%
3,175
-469
184
$228K 0.03%
492
-55
185
$223K 0.03%
10,620
+30
186
$212K 0.03%
807
187
$211K 0.03%
761
188
$210K 0.03%
716
189
$210K 0.03%
3,211
+9
190
$208K 0.03%
1,886
+2
191
$207K 0.03%
1,926
+150
192
$200K 0.03%
1,660
193
$16.8K ﹤0.01%
10,000
194
– –
-1,215
195
– –
-2,016
196
– –
-3,867
197
– –
-847
198
– –
-58,931
199
– –
-3,049
200
– –
-1,393
5 6 7
8
9