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
$589M
AUM Growth
+$39.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$1.21M
3
+$905K
4
TTEK icon
Tetra Tech
TTEK
+$630K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$606K

Top Sells

1
+$882K
2
+$738K
3
+$619K
4
V icon
Visa
V
+$497K
5
HUN icon
Huntsman Corp
HUN
+$477K

Sector Composition

1 Technology 17.57%
2 Financials 10.74%
3 Healthcare 9.68%
4 Industrials 7.18%
5 Consumer Discretionary 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$34.4M 5.84%
177,332
-4,546
2
$32.4M 5.5%
173,031
+7,268
3
$24.7M 4.19%
72,506
+1,673
4
$21.8M 3.7%
298,926
+8,304
5
$21.1M 3.58%
47,344
-338
6
$18.8M 3.19%
345,931
+2,445
7
$17.7M 3%
366,579
-4,726
8
$14.2M 2.41%
202,850
+1,020
9
$11.6M 1.96%
48,710
-2,091
10
$10.6M 1.81%
88,871
-924
11
$10.6M 1.8%
34,306
+512
12
$9.66M 1.64%
74,114
+810
13
$8.19M 1.39%
56,281
+1,802
14
$8.12M 1.38%
43,827
+1,939
15
$8.07M 1.37%
26,457
-851
16
$7.73M 1.31%
156,840
+8,574
17
$6.89M 1.17%
15,516
-544
18
$6.63M 1.12%
29,371
+66
19
$6.6M 1.12%
22,034
-363
20
$6.44M 1.09%
52,932
+347
21
$6.17M 1.05%
145,860
+28,660
22
$5.93M 1.01%
15,072
-559
23
$5.74M 0.97%
29,841
+1,375
24
$5.66M 0.96%
28,151
-27
25
$5.5M 0.93%
23,939
-475
1
2 3 4 5