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
$697M
AUM Growth
+$9.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.81M
3
+$1.74M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.04M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$877K

Top Sells

1
+$4.7M
2
+$2.05M
3
+$1.14M
4
TMO icon
Thermo Fisher Scientific
TMO
+$859K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$489K

Sector Composition

1 Technology 20.8%
2 Financials 10%
3 Healthcare 8.95%
4 Industrials 7.86%
5 Consumer Discretionary 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$44.2M 6.34%
218,042
+8,588
2
$37.2M 5.34%
176,767
+338
3
$33.1M 4.75%
74,028
+1,366
4
$28.8M 4.13%
355,530
+12,817
5
$27M 3.88%
218,855
+45
6
$26.1M 3.74%
47,649
+1,602
7
$16.4M 2.35%
332,838
-5,086
8
$16.3M 2.33%
89,354
-275
9
$16.3M 2.33%
277,413
-35,038
10
$15.8M 2.27%
81,966
+3,204
11
$15.4M 2.21%
213,518
+888
12
$12.7M 1.83%
62,926
+1,353
13
$12.6M 1.8%
47,929
-4
14
$11.9M 1.71%
39,351
+1,950
15
$10.3M 1.47%
96,450
-1,440
16
$9.28M 1.33%
29,587
+759
17
$8.43M 1.21%
59,836
+3,168
18
$8.42M 1.21%
76,473
+4,773
19
$8.23M 1.18%
49,924
+1,751
20
$8M 1.15%
19,734
-654
21
$7.6M 1.09%
33,733
+1,866
22
$7.6M 1.09%
14,017
-372
23
$7.42M 1.06%
186,615
+3,175
24
$7.42M 1.06%
21,794
-1,016
25
$7.36M 1.06%
137,514
-21,246
1
2 3 4 5