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
$559M
AUM Growth
-$30.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1 +$1.66M
2 +$1.21M
3 +$727K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$647K
5
TJX icon
TJX Companies
TJX
+$409K

Top Sells

1 +$813K
2 +$595K
3 +$562K
4
HUN icon
Huntsman Corp
HUN
+$547K
5
QCOM icon
Qualcomm
QCOM
+$517K

Sector Composition

1 Technology 17.41%
2 Financials 10.78%
3 Healthcare 9.62%
4 Industrials 7.23%
5 Consumer Discretionary 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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