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
$697M
AUM Growth
+$9.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1 +$1.97M
2 +$1.81M
3 +$1.74M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.04M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$877K

Top Sells

1 +$4.7M
2 +$2.05M
3 +$1.14M
4
TMO icon
Thermo Fisher Scientific
TMO
+$859K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$489K

Sector Composition

1 Technology 20.8%
2 Financials 10%
3 Healthcare 8.95%
4 Industrials 7.86%
5 Consumer Discretionary 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-8,543
202
-997
203
-561
204
-2,246
205
-14,050
206
-1,301
207
-4,039
208
-11,808
209
-4,816