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RWA

River Wealth Advisors Portfolio holdings

AUM $871M
1-Year Est. Return 20.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$855M
AUM Growth
+$50.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$4.03M
2
+$1.31M
3
+$1.26M
4
SMLF icon
iShares US Small Cap Equity Factor ETF
SMLF
+$1.05M
5
XSMO icon
Invesco S&P SmallCap Momentum ETF
XSMO
+$928K

Top Sells

1
+$5.86M
2
+$3.37M
3
+$2.87M
4
ELV icon
Elevance Health
ELV
+$2.21M
5
ARW icon
Arrow Electronics
ARW
+$1.12M

Sector Composition

1 Technology 22.02%
2 Financials 11.72%
3 Communication Services 7.35%
4 Industrials 7.1%
5 Healthcare 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$47.4M 5.54%
186,012
-1,590
2
$42.4M 4.96%
81,911
+168
3
$40.9M 4.78%
219,203
-4,834
4
$39.7M 4.65%
411,559
+8,619
5
$34.6M 4.05%
51,730
+770
6
$26.9M 3.14%
110,520
+495
7
$25.5M 2.98%
343,369
+14,686
8
$24.8M 2.9%
336,990
+13,125
9
$21.3M 2.49%
67,634
+374
10
$21.2M 2.48%
234,148
+3,175
11
$21M 2.45%
86,690
-467
12
$18.2M 2.13%
82,863
+2,300
13
$17.7M 2.07%
247,484
+2,654
14
$17.5M 2.05%
51,371
+469
15
$15.4M 1.8%
64,300
+2,066
16
$14.8M 1.73%
59,895
+3,455
17
$13.4M 1.57%
42,905
+2,573
18
$12.4M 1.45%
33,144
+221
19
$12.2M 1.42%
236,097
+5,302
20
$11.1M 1.3%
43,090
+1,101
21
$10.1M 1.18%
35,782
-207
22
$9.66M 1.13%
34,214
+1,638
23
$9.65M 1.13%
66,750
-1,317
24
$9.4M 1.1%
12,316
+1,213
25
$9.29M 1.09%
140,949
+1,561
1
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