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
$250M
AUM Growth
-$45.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$9.41M
2
+$6.25M
3
+$5M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$4.18M
5
KRNY icon
Kearny Financial
KRNY
+$1.35M

Top Sells

1
+$2.57M
2
+$1.02M
3
+$850K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$552K
5
VXF icon
Vanguard Extended Market ETF
VXF
+$537K

Sector Composition

1 Financials 13.84%
2 Technology 12.28%
3 Healthcare 11.3%
4 Industrials 7.06%
5 Communication Services 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.9M 5.14%
150,833
+270
2
$10.3M 4.1%
161,312
+4,244
3
$9.41M 3.76%
+229,430
4
$7.6M 3.03%
48,175
+2,325
5
$6.65M 2.66%
58,138
+54,576
6
$6.55M 2.61%
136,765
+3,557
7
$5.89M 2.35%
60,400
+1,860
8
$5.83M 2.33%
36,184
+1,007
9
$5.04M 2.01%
30,288
+391
10
$5M 2%
+115,926
11
$4.86M 1.94%
142,236
+122,378
12
$4.58M 1.83%
18,946
-292
13
$4.23M 1.69%
47,032
+2,565
14
$4.08M 1.63%
20,441
+753
15
$4.08M 1.63%
17,966
+69
16
$3.87M 1.55%
66,640
+1,720
17
$3.84M 1.53%
39,722
+1,239
18
$3.66M 1.46%
30,479
+676
19
$3.27M 1.31%
16,140
+1,059
20
$3.18M 1.27%
40,205
+1,508
21
$3.14M 1.25%
12,156
+1,573
22
$3.12M 1.25%
101,134
-9,749
23
$3.03M 1.21%
18,548
+820
24
$3.01M 1.2%
56,278
-48,007
25
$2.56M 1.02%
46,686
-15,484
1
2 3 4 5