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
376
$18K 0.01%
+294
377
$18K 0.01%
+400
378
$18K 0.01%
+500
379
$18K 0.01%
+235
380
$18K 0.01%
+700
381
$17K 0.01%
+548
382
$17K 0.01%
+386
383
$17K 0.01%
+500
384
$17K 0.01%
+508
385
$17K 0.01%
+750
386
$17K 0.01%
+200
387
$17K 0.01%
+642
388
$16K 0.01%
+429
389
$16K 0.01%
+636
390
$16K 0.01%
+470
391
$16K 0.01%
+150
392
$16K 0.01%
+350
393
$16K 0.01%
+300
394
$16K 0.01%
+167
395
$16K 0.01%
+878
396
$16K 0.01%
+153
397
$16K 0.01%
+291
398
$15K 0.01%
+300
399
$15K 0.01%
+150
400
$15K 0.01%
+50
14 15
16
17 18