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
$464M
AUM Growth
-$78.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$2.38M
2
+$1.14M
3
+$945K
4
TSLA icon
Tesla
TSLA
+$613K
5
QCOM icon
Qualcomm
QCOM
+$405K

Top Sells

1
+$14.8M
2
+$6.98M
3
+$5.36M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$4.22M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.75M

Sector Composition

1 Technology 14.79%
2 Financials 12.07%
3 Healthcare 10.73%
4 Industrials 7.03%
5 Consumer Discretionary 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$26M 5.6%
188,154
-9,721
2
$22.6M 4.87%
137,056
+14,429
3
$17.4M 3.74%
48,379
+1,019
4
$15.9M 3.42%
68,167
-1,174
5
$15.5M 3.35%
250,007
+18,291
6
$14.8M 3.19%
333,935
-61,913
7
$13.2M 2.84%
278,267
+19,942
8
$12.3M 2.64%
193,674
-950
9
$8.67M 1.87%
90,621
-4,119
10
$8.66M 1.87%
48,775
-1,722
11
$8.34M 1.8%
32,421
+320
12
$8.21M 1.77%
72,658
-3,600
13
$8.02M 1.73%
17,645
-1,372
14
$6.52M 1.41%
39,946
-1,884
15
$6.32M 1.36%
147,060
-12,583
16
$5.89M 1.27%
29,095
-3,692
17
$5.89M 1.27%
21,000
-1,018
18
$5.67M 1.22%
54,226
-4,097
19
$5.39M 1.16%
23,154
-1,500
20
$5.3M 1.14%
28,232
-556
21
$5.3M 1.14%
56,168
+87
22
$5.28M 1.14%
27,041
-35,760
23
$4.77M 1.03%
16,765
-1,566
24
$4.62M 1%
153,097
-2,152
25
$4.46M 0.96%
8,789
-585
1
2 3 4 5