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
$750M
AUM Growth
+$53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$6.96M
2
+$3.35M
3
+$2.2M
4
TMUS icon
T-Mobile US
TMUS
+$1.62M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.32M

Top Sells

1
+$2.85M
2
+$1.91M
3
+$1.86M
4
AMZN icon
Amazon
AMZN
+$1.23M
5
CMCSA icon
Comcast
CMCSA
+$1.18M

Sector Composition

1 Technology 20.15%
2 Financials 10.15%
3 Healthcare 8.78%
4 Industrials 8.11%
5 Consumer Discretionary 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$307K 0.04%
+1,559
177
$295K 0.04%
1,965
+9
178
$295K 0.04%
13,053
-7,464
179
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180
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181
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620
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183
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572
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185
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186
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187
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188
$270K 0.04%
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189
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193
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194
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196
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197
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198
$233K 0.03%
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199
$232K 0.03%
3,211
200
$228K 0.03%
+2,362
5 6 7
8
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