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
$589M
AUM Growth
+$39.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$952K
3
+$885K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$578K
5
TTEK icon
Tetra Tech
TTEK
+$565K

Top Sells

1
+$792K
2
+$717K
3
+$597K
4
V icon
Visa
V
+$479K
5
HUN icon
Huntsman Corp
HUN
+$459K

Sector Composition

1 Technology 17.57%
2 Financials 10.74%
3 Healthcare 9.68%
4 Industrials 7.18%
5 Consumer Discretionary 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$223K 0.04%
588
-13
202
$222K 0.04%
19,121
203
$218K 0.04%
2,470
-213
204
$214K 0.04%
12,008
+162
205
$211K 0.04%
862
-3
206
$211K 0.04%
527
-14
207
$210K 0.04%
2,341
-249
208
$209K 0.04%
2,961
-569
209
$205K 0.03%
+3,612
210
$32.1K 0.01%
10,000
211
– –
-10,144
5 6 7 8
9