RWA
River Wealth Advisors Portfolio holdings
AUM
$804M
This Quarter Return
+0.87%
1 Year Return
+14.72%
3 Year Return
+69.77%
5 Year Return
+114.96%
10 Year Return
+234.85%
AUM
$754M
AUM Growth
+$754M
(+0.56%)
Cap. Flow
+$17.6M
Cap. Flow
% of AUM
2.34%
Top 10 Holdings %
Top 10 Hldgs %
38.54%
Holding
222
New
14
Increased
62
Reduced
122
Closed
16
Top Buys
| 1 |
Salesforce
CRM
|
$8.18M |
| 2 |
Lam Research
LRCX
|
$4.13M |
| 3 |
Take-Two Interactive
TTWO
|
$4.09M |
| 4 |
T-Mobile US
TMUS
|
$3.86M |
| 5 |
Accenture
ACN
|
$2.82M |
Top Sells
| 1 |
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
|
$8.07M |
| 2 |
Walt Disney
DIS
|
$3.66M |
| 3 |
Comcast
CMCSA
|
$2.57M |
| 4 |
Advanced Micro Devices
AMD
|
$2.43M |
| 5 |
Novo Nordisk
NVO
|
$1.17M |
Sector Composition
| 1 | Technology | 21.11% |
| 2 | Financials | 11.25% |
| 3 | Healthcare | 7.58% |
| 4 | Industrials | 7.54% |
| 5 | Consumer Discretionary | 7.35% |
