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
$559M
AUM Growth
-$30.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$1.21M
3
+$727K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$647K
5
TJX icon
TJX Companies
TJX
+$409K

Top Sells

1
+$813K
2
+$595K
3
+$562K
4
HUN icon
Huntsman Corp
HUN
+$547K
5
QCOM icon
Qualcomm
QCOM
+$517K

Sector Composition

1 Technology 17.41%
2 Financials 10.78%
3 Healthcare 9.62%
4 Industrials 7.23%
5 Consumer Discretionary 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$31.8M 5.69%
179,863
+6,832
2
$30.4M 5.43%
177,442
+110
3
$22.8M 4.09%
72,327
-179
4
$21.3M 3.82%
308,276
+9,350
5
$19.8M 3.55%
46,161
-1,183
6
$18M 3.22%
347,035
+1,104
7
$17M 3.05%
354,876
-11,703
8
$13.8M 2.47%
203,951
+1,101
9
$11.6M 2.08%
89,021
+150
10
$11M 1.98%
48,006
-704
11
$10.9M 1.95%
35,498
+1,192
12
$9.56M 1.71%
75,176
+1,062
13
$8.33M 1.49%
57,449
+1,168
14
$8.01M 1.43%
184,130
+38,270
15
$7.79M 1.39%
45,996
+2,169
16
$7.76M 1.39%
163,108
+6,268
17
$6.86M 1.23%
25,091
-1,366
18
$6.49M 1.16%
14,913
-603
19
$6.26M 1.12%
30,141
+770
20
$6.1M 1.09%
21,528
-506
21
$5.99M 1.07%
28,074
-77
22
$5.88M 1.05%
54,706
+1,774
23
$5.57M 1%
33,019
-37
24
$5.55M 0.99%
30,837
+996
25
$5.44M 0.97%
20,994
-94
1
2 3 4 5