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
$543M
AUM Growth
-$83.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$693K
3
+$638K
4
TJX icon
TJX Companies
TJX
+$621K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$611K

Top Sells

1
+$936K
2
+$666K
3
+$318K
4
RNP icon
Cohen & Steers REIT and Preferred and Income Fund
RNP
+$313K
5
AMD icon
Advanced Micro Devices
AMD
+$296K

Sector Composition

1 Technology 13.82%
2 Financials 11.64%
3 Healthcare 10.06%
4 Industrials 6.56%
5 Consumer Discretionary 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$226K 0.04%
5,054
+194
202
$226K 0.04%
838
-25
203
$224K 0.04%
2,940
-187
204
$218K 0.04%
568
205
$215K 0.04%
1,509
206
$210K 0.04%
3,324
207
$207K 0.04%
2,453
+122
208
$205K 0.04%
3,832
+4
209
$182K 0.03%
+10,863
210
$174K 0.03%
+15,670
211
$16K ﹤0.01%
10,000
212
– –
-2,703
213
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-689
214
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-5,381
215
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-992
216
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-1,248
217
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-4,115
218
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-3,221
219
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-6,686
220
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-2,634
221
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-601
222
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-848
223
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-11,642
224
– –
-7,684
225
– –
-612
5 6 7 8
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