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
$754M
AUM Growth
+$4.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$8.18M
2
+$4.09M
3
+$3.86M
4
ACN icon
Accenture
ACN
+$2.82M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$2.42M

Top Sells

1
+$8.07M
2
+$3.66M
3
+$2.57M
4
AMD icon
Advanced Micro Devices
AMD
+$2.43M
5
NVO icon
Novo Nordisk
NVO
+$1.17M

Sector Composition

1 Technology 21.11%
2 Financials 11.25%
3 Healthcare 7.58%
4 Industrials 7.54%
5 Consumer Discretionary 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$51.9M 6.88%
234,994
+10,974
2
$44.2M 5.86%
176,446
-665
3
$33.9M 4.49%
383,503
+18,554
4
$33M 4.37%
78,178
+2,332
5
$28.9M 3.83%
49,125
+125
6
$28M 3.72%
208,779
-7,236
7
$19.6M 2.6%
103,442
+9,465
8
$17.4M 2.3%
49,430
+8,002
9
$17.3M 2.3%
222,448
+5,980
10
$16.6M 2.2%
75,516
+126
11
$15.9M 2.1%
50,167
+1,565
12
$15.8M 2.09%
65,790
+1,787
13
$14.9M 1.98%
260,025
-11,831
14
$12.3M 1.63%
36,701
+24,473
15
$11.8M 1.57%
53,639
+17,500
16
$10.2M 1.35%
30,710
+894
17
$9.15M 1.21%
208,086
+17,232
18
$8.71M 1.15%
72,100
-5,788
19
$8.6M 1.14%
142,556
+21,781
20
$8.36M 1.11%
37,227
+2,761
21
$8.02M 1.06%
57,348
+450
22
$7.96M 1.05%
52,329
+1,459
23
$7.89M 1.05%
28,548
+3,906
24
$7.87M 1.04%
158,227
-162,249
25
$7.49M 0.99%
20,797
-450
1
2 3 4 5