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RWA

River Wealth Advisors Portfolio holdings

AUM $871M
1-Year Est. Return 20.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$855M
AUM Growth
+$50.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$4.03M
2
+$1.31M
3
+$1.26M
4
SMLF icon
iShares US Small Cap Equity Factor ETF
SMLF
+$1.05M
5
XSMO icon
Invesco S&P SmallCap Momentum ETF
XSMO
+$928K

Top Sells

1
+$5.86M
2
+$3.37M
3
+$2.87M
4
ELV icon
Elevance Health
ELV
+$2.21M
5
ARW icon
Arrow Electronics
ARW
+$1.12M

Sector Composition

1 Technology 22.02%
2 Financials 11.72%
3 Communication Services 7.35%
4 Industrials 7.1%
5 Healthcare 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$324K 0.04%
3,086
-407
177
$319K 0.04%
2,662
-120
178
$315K 0.04%
639
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179
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183
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666
184
$279K 0.03%
6,195
-431
185
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186
$269K 0.03%
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187
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188
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189
$254K 0.03%
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191
$244K 0.03%
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193
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194
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195
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+1,150
196
$213K 0.02%
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197
$210K 0.02%
2,135
-191
198
$210K 0.02%
+686
199
$207K 0.02%
+646
200
$204K 0.02%
+710
5 6 7
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