RWA

River Wealth Advisors Portfolio holdings

AUM $892M
1-Year Est. Return 19.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$804M
AUM Growth
+$85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$20.8M
2
+$20.7M
3
+$6.79M
4
NOW icon
ServiceNow
NOW
+$5.73M
5
AAPL icon
Apple
AAPL
+$2.07M

Top Sells

1
+$30.8M
2
+$6.67M
3
+$3.32M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$3.27M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.11M

Sector Composition

1 Technology 21.24%
2 Financials 11.95%
3 Industrials 7.48%
4 Healthcare 7.14%
5 Consumer Discretionary 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$326K 0.04%
1,800
177
$311K 0.04%
1,699
+146
178
$309K 0.04%
1,719
179
$307K 0.04%
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-782
180
$302K 0.04%
2,782
181
$296K 0.04%
4,074
-490
182
$296K 0.04%
577
183
$295K 0.04%
4,617
-183
184
$275K 0.03%
516
185
$268K 0.03%
10,115
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186
$265K 0.03%
7,403
187
$256K 0.03%
718
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188
$254K 0.03%
1,510
189
$247K 0.03%
1,869
190
$245K 0.03%
7,232
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191
$240K 0.03%
3,000
192
$227K 0.03%
935
193
$226K 0.03%
2,980
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194
$221K 0.03%
500
195
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1,697
196
$218K 0.03%
666
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197
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+461
198
$212K 0.03%
2,326
199
$211K 0.03%
+1,217
200
$210K 0.03%
+2,715
5 6 7
8
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