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
$750M
AUM Growth
+$53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$6.69M
2
+$3.13M
3
+$2.17M
4
TMUS icon
T-Mobile US
TMUS
+$1.51M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.28M

Top Sells

1
+$2.55M
2
+$1.99M
3
+$1.83M
4
AMZN icon
Amazon
AMZN
+$1.2M
5
CMCSA icon
Comcast
CMCSA
+$1.11M

Sector Composition

1 Technology 20.15%
2 Financials 10.15%
3 Healthcare 8.78%
4 Industrials 8.11%
5 Consumer Discretionary 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$225K 0.03%
+11,517
202
$220K 0.03%
1,660
203
$216K 0.03%
+1,005
204
$210K 0.03%
2,373
-637
205
$207K 0.03%
1,888
+2
206
$206K 0.03%
+1,866
207
$202K 0.03%
+903
208
$15.7K ﹤0.01%
10,000
209
– –
-677
5 6 7 8
9