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
$688M
AUM Growth
+$61.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$3M
2
+$2.55M
3
+$2.03M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.46M
5
NVDA icon
NVIDIA
NVDA
+$1.17M

Top Sells

1
+$2.69M
2
+$2.33M
3
+$1.38M
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$1.33M
5
TMO icon
Thermo Fisher Scientific
TMO
+$1.21M

Sector Composition

1 Technology 18.64%
2 Financials 10.47%
3 Healthcare 9.42%
4 Industrials 7.99%
5 Consumer Discretionary 7.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$44M 6.4%
209,454
+12,112
2
$30.6M 4.44%
72,662
+1,714
3
$30.3M 4.4%
176,429
+1,060
4
$28.8M 4.19%
342,713
+17,364
5
$24.2M 3.52%
46,047
-5,117
6
$19.8M 2.87%
218,810
+12,950
7
$18.3M 2.66%
312,451
-39,730
8
$16.6M 2.42%
337,924
-11,798
9
$15.5M 2.26%
212,630
+5,002
10
$14.2M 2.07%
78,762
+2,913
11
$13.5M 1.97%
89,629
+2,133
12
$13.4M 1.94%
47,933
-292
13
$13M 1.88%
37,401
+1,387
14
$12.3M 1.79%
61,573
+2,142
15
$9.51M 1.38%
97,890
+4,610
16
$9.32M 1.36%
56,668
+1,032
17
$9.01M 1.31%
28,828
+526
18
$8.43M 1.23%
48,173
+1,804
19
$8.19M 1.19%
158,760
-13,624
20
$8.16M 1.19%
22,810
-1,398
21
$7.99M 1.16%
31,386
+102
22
$7.99M 1.16%
20,388
-218
23
$7.74M 1.13%
31,867
+1,654
24
$7.46M 1.08%
14,389
-311
25
$7.35M 1.07%
40,733
+5,688
1
2 3 4 5