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
$750M
AUM Growth
+$53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$6.96M
2
+$3.35M
3
+$2.2M
4
TMUS icon
T-Mobile US
TMUS
+$1.62M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.32M

Top Sells

1
+$2.85M
2
+$1.91M
3
+$1.86M
4
AMZN icon
Amazon
AMZN
+$1.23M
5
CMCSA icon
Comcast
CMCSA
+$1.18M

Sector Composition

1 Technology 20.15%
2 Financials 10.15%
3 Healthcare 8.78%
4 Industrials 8.11%
5 Consumer Discretionary 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$49.5M 6.6%
224,020
+5,978
2
$41.3M 5.5%
177,111
+344
3
$32.6M 4.35%
75,846
+1,818
4
$32.2M 4.29%
364,949
+9,419
5
$28.3M 3.77%
49,000
+1,351
6
$26.2M 3.5%
216,015
-2,840
7
$17.1M 2.28%
271,856
-5,557
8
$16.6M 2.21%
216,468
+2,950
9
$16.2M 2.15%
320,476
-12,362
10
$15.6M 2.08%
93,977
+4,623
11
$14.6M 1.95%
41,428
+2,077
12
$14M 1.87%
75,390
-6,576
13
$13.5M 1.8%
64,003
+1,077
14
$13.4M 1.78%
48,602
+673
15
$10.9M 1.45%
56,898
-2,938
16
$9.88M 1.32%
29,816
+229
17
$9.15M 1.22%
77,888
+1,415
18
$8.69M 1.16%
19,327
-407
19
$8.65M 1.15%
50,870
+946
20
$8.15M 1.09%
49,691
+5,262
21
$7.94M 1.06%
138,339
+825
22
$7.76M 1.03%
34,466
+733
23
$7.68M 1.02%
21,247
-547
24
$7.57M 1.01%
190,854
+4,239
25
$7.46M 0.99%
36,139
+7,865
1
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