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