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
$688M
AUM Growth
+$61.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$3M
2
+$2.55M
3
+$2.03M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.46M
5
NVDA icon
NVIDIA
NVDA
+$1.17M

Top Sells

1
+$2.69M
2
+$2.33M
3
+$1.38M
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$1.33M
5
TMO icon
Thermo Fisher Scientific
TMO
+$1.21M

Sector Composition

1 Technology 18.64%
2 Financials 10.47%
3 Healthcare 9.42%
4 Industrials 7.99%
5 Consumer Discretionary 7.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$216K 0.03%
+10,590
202
$215K 0.03%
+671
203
$214K 0.03%
+1,884
204
$211K 0.03%
1,776
-68
205
$210K 0.03%
+2,016
206
$208K 0.03%
+1,660
207
$202K 0.03%
+4,816
208
$24K ﹤0.01%
+10,000
209
– –
-353
210
– –
-7,595
211
– –
-2,853
212
– –
-2,385
213
– –
-492
214
– –
-10,000
215
– –
-2,447
216
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-10,000
217
– –
-2,104
218
– –
-31,938
219
– –
-1,561
220
– –
-2,880
221
– –
-17,076
5 6 7 8
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