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
276
$48K 0.02%
+1,119
277
$47K 0.02%
+1,021
278
$47K 0.02%
+277
279
$46K 0.02%
+850
280
$46K 0.02%
+1,062
281
$44K 0.02%
+544
282
$43K 0.02%
+551
283
$43K 0.02%
+1,500
284
$43K 0.02%
+1,147
285
$43K 0.02%
+876
286
$43K 0.02%
+530
287
$43K 0.02%
+850
288
$42K 0.02%
+1,394
289
$42K 0.02%
+1,787
290
$41K 0.02%
+524
291
$41K 0.02%
+100
292
$40K 0.02%
+420
293
$40K 0.02%
+950
294
$40K 0.02%
+364
295
$40K 0.02%
+1,622
296
$39K 0.02%
+225
297
$39K 0.02%
+915
298
$38K 0.01%
+2,147
299
$37K 0.01%
+790
300
$36K 0.01%
+18
10 11
12
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