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
251
$64K 0.02%
+3,113
252
$63K 0.02%
+1,524
253
$63K 0.02%
+1,316
254
$62K 0.02%
+575
255
$61K 0.02%
+596
256
$61K 0.02%
+393
257
$60K 0.02%
+4,030
258
$60K 0.02%
+439
259
$59K 0.02%
+910
260
$59K 0.02%
+2,836
261
$59K 0.02%
+392
262
$58K 0.02%
+1,243
263
$58K 0.02%
+1,129
264
$57K 0.02%
+1,600
265
$55K 0.02%
+675
266
$54K 0.02%
+1,400
267
$54K 0.02%
+289
268
$54K 0.02%
+637
269
$53K 0.02%
+1,300
270
$53K 0.02%
+320
271
$53K 0.02%
+2,325
272
$52K 0.02%
+775
273
$52K 0.02%
+1,247
274
$50K 0.02%
+652
275
$49K 0.02%
+604
9 10
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