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
301
$36K 0.01%
+266
302
$36K 0.01%
+626
303
$36K 0.01%
+270
304
$34K 0.01%
+746
305
$34K 0.01%
+417
306
$34K 0.01%
+1,740
307
$33K 0.01%
+300
308
$33K 0.01%
+1,052
309
$33K 0.01%
+1,553
310
$33K 0.01%
+594
311
$32K 0.01%
+452
312
$32K 0.01%
+350
313
$32K 0.01%
+250
314
$31K 0.01%
+359
315
$31K 0.01%
+1,054
316
$31K 0.01%
+1,247
317
$31K 0.01%
+660
318
$31K 0.01%
+551
319
$31K 0.01%
+700
320
$30K 0.01%
+458
321
$29K 0.01%
+821
322
$29K 0.01%
+725
323
$29K 0.01%
+1,654
324
$29K 0.01%
+1,384
325
$28K 0.01%
+209
11 12
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