RWA

River Wealth Advisors Portfolio holdings

AUM $892M
1-Year Est. Return 19.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.03%
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
+$1.16M
2
+$435K
3
+$418K
4
BND icon
Vanguard Total Bond Market
BND
+$410K
5
ALGN icon
Align Technology
ALGN
+$407K

Top Sells

1
+$791K
2
+$727K
3
+$351K
4
T icon
AT&T
T
+$310K
5
VTRS icon
Viatris
VTRS
+$181K

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
351
$20K 0.01%
+70
352
$20K 0.01%
+465
353
$20K 0.01%
+734
354
$20K 0.01%
+623
355
$20K 0.01%
+700
356
$20K 0.01%
+310
357
$20K 0.01%
+739
358
$20K 0.01%
+125
359
$20K 0.01%
+177
360
$20K 0.01%
+85
361
$20K 0.01%
+193
362
$20K 0.01%
+1,050
363
$19K 0.01%
+406
364
$19K 0.01%
+225
365
$19K 0.01%
+185
366
$19K 0.01%
+1,600
367
$19K 0.01%
+136
368
$19K 0.01%
+578
369
$18K 0.01%
+187
370
$18K 0.01%
+300
371
$18K 0.01%
+338
372
$18K 0.01%
+541
373
$18K 0.01%
+1,310
374
$18K 0.01%
+110
375
$18K 0.01%
+210
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