RWA

River Wealth Advisors Portfolio holdings

AUM $855M
1-Year Est. Return 16.09%
This Quarter Est. Return
1 Year Est. Return
+16.09%
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
326
$27K 0.01%
+5,220
327
$27K 0.01%
+1,000
328
$27K 0.01%
+570
329
$27K 0.01%
+550
330
$27K 0.01%
+264
331
$27K 0.01%
+599
332
$27K 0.01%
+287
333
$26K 0.01%
+446
334
$26K 0.01%
+807
335
$25K 0.01%
+885
336
$24K 0.01%
+751
337
$24K 0.01%
+225
338
$24K 0.01%
+400
339
$24K 0.01%
+364
340
$24K 0.01%
+500
341
$24K 0.01%
+515
342
$24K 0.01%
+350
343
$23K 0.01%
+283
344
$23K 0.01%
+247
345
$23K 0.01%
+214
346
$22K 0.01%
+210
347
$22K 0.01%
+918
348
$22K 0.01%
+255
349
$21K 0.01%
+486
350
$21K 0.01%
+850
12 13
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