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
$533M
AUM Growth
+$70.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$9.03M
2
+$7.02M
3
+$2.43M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.38M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.15M

Top Sells

1
+$511K
2
+$256K
3
+$235K
4
TFC icon
Truist Financial
TFC
+$230K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$205K

Sector Composition

1 Technology 12.36%
2 Financials 12.06%
3 Healthcare 8.66%
4 Industrials 6.61%
5 Consumer Discretionary 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$22.8M 4.28%
186,547
+4,188
2
$21M 3.94%
346,404
+28,402
3
$18M 3.37%
81,356
+4,802
4
$16.4M 3.08%
59,806
+32,876
5
$15.4M 2.89%
38,714
+5,403
6
$14.9M 2.8%
63,256
+2,120
7
$14.6M 2.75%
172,668
+28,635
8
$14.5M 2.73%
174,365
+6,704
9
$13.9M 2.6%
187,431
+15,652
10
$13.3M 2.5%
249,988
+44,665
11
$10.4M 1.96%
67,340
+1,440
12
$10.2M 1.91%
196,837
+41,503
13
$9.56M 1.79%
45,132
+1,235
14
$8.75M 1.64%
84,880
+3,180
15
$8.53M 1.6%
46,235
+1,727
16
$8.12M 1.52%
155,903
+134,938
17
$8.1M 1.52%
53,190
+631
18
$7.92M 1.49%
32,499
+719
19
$7.44M 1.4%
26,936
+1,979
20
$6.88M 1.29%
19,312
-276
21
$6.79M 1.27%
18,902
+497
22
$6.09M 1.14%
34,443
+1,905
23
$6.06M 1.14%
21,530
+123
24
$5.32M 1%
137,429
+2,631
25
$5.21M 0.98%
36,812
+1,745
1
2 3 4 5