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
$221M
AUM Growth
+$6.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$939K
2
+$551K
3
+$484K
4
AMZN icon
Amazon
AMZN
+$430K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$418K

Top Sells

1
+$568K
2
+$449K
3
+$357K
4
TGT icon
Target
TGT
+$343K
5
MAT icon
Mattel
MAT
+$304K

Sector Composition

1 Financials 17.42%
2 Healthcare 13.05%
3 Industrials 9.81%
4 Technology 9.61%
5 Communication Services 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.8M 4.43%
119,561
+2,940
2
$5.9M 2.67%
153,164
+368
3
$5.68M 2.57%
74,388
-4,674
4
$4.4M 1.99%
86,082
+10,799
5
$4.11M 1.86%
43,066
+479
6
$4.09M 1.85%
59,749
+13,714
7
$4.04M 1.83%
28,422
+449
8
$3.77M 1.71%
32,109
-51
9
$3.74M 1.69%
79,728
-41
10
$3.42M 1.55%
95,715
-8,025
11
$3.39M 1.53%
25,137
-33
12
$3.29M 1.49%
33,396
-275
13
$3.23M 1.46%
38,926
-855
14
$3.18M 1.44%
115,942
-1,916
15
$3M 1.36%
36,288
-1,086
16
$2.98M 1.35%
37,110
+61
17
$2.93M 1.33%
60,672
-404
18
$2.87M 1.3%
18,997
-613
19
$2.8M 1.27%
102,561
+2,754
20
$2.78M 1.26%
14,658
-137
21
$2.71M 1.23%
19,044
+440
22
$2.71M 1.23%
14,555
-217
23
$2.69M 1.22%
24,133
-190
24
$2.66M 1.2%
49,710
-571
25
$2.66M 1.2%
89,818
-6,749
1
2 3 4 5