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
$257M
AUM Growth
+$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
591
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$467K
3
+$415K
4
BND icon
Vanguard Total Bond Market
BND
+$411K
5
STZ icon
Constellation Brands
STZ
+$405K

Top Sells

1
+$795K
2
+$753K
3
+$352K
4
T icon
AT&T
T
+$300K
5
VTRS icon
Viatris
VTRS
+$167K

Sector Composition

1 Financials 17.4%
2 Healthcare 12.2%
3 Technology 10.09%
4 Industrials 8.3%
5 Energy 5.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$78K 0.03%
+1,575
227
$77K 0.03%
+2,800
228
$76K 0.03%
+1,034
229
$76K 0.03%
+540
230
$75K 0.03%
+1,055
231
$74K 0.03%
+400
232
$74K 0.03%
+1,295
233
$73K 0.03%
+1,350
234
$72K 0.03%
+610
235
$71K 0.03%
+1,220
236
$71K 0.03%
+1,212
237
$71K 0.03%
+1,550
238
$71K 0.03%
+672
239
$70K 0.03%
+1,300
240
$69K 0.03%
+973
241
$69K 0.03%
+481
242
$68K 0.03%
+1,350
243
$68K 0.03%
+600
244
$66K 0.03%
+1,300
245
$66K 0.03%
+342
246
$65K 0.03%
+1,664
247
$65K 0.03%
+2,289
248
$65K 0.03%
+1,745
249
$64K 0.02%
+700
250
$64K 0.02%
+4,030
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