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
$626M
AUM Growth
+$67.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$3.51M
2
+$2.39M
3
+$1.33M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.33M
5
NVDA icon
NVIDIA
NVDA
+$1.08M

Top Sells

1
+$1.08M
2
+$1.02M
3
+$941K
4
FITB icon
Fifth Third Bancorp
FITB
+$763K
5
PLD icon
Prologis
PLD
+$652K

Sector Composition

1 Technology 17.88%
2 Financials 10.84%
3 Healthcare 8.94%
4 Industrials 7.36%
5 Consumer Discretionary 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$206K 0.03%
+872
202
$206K 0.03%
1,844
-280
203
$204K 0.03%
+807
204
$202K 0.03%
+2,447
205
$44.6K 0.01%
+10,000
206
$21.1K ﹤0.01%
10,000
207
– –
-1,012
208
– –
-6,425
209
– –
-7,815
210
– –
-14,119
211
– –
-11,293
212
– –
-23,500
213
– –
-28,382
214
– –
-2,269
215
– –
-5,783
216
– –
-3,330
5 6 7 8
9