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
401
$15K 0.01%
+219
402
$15K 0.01%
+250
403
$15K 0.01%
+245
404
$15K 0.01%
+229
405
$15K 0.01%
+205
406
$15K 0.01%
+230
407
$15K 0.01%
+200
408
$14K 0.01%
+270
409
$14K 0.01%
+415
410
$14K 0.01%
+601
411
$14K 0.01%
+320
412
$14K 0.01%
+187
413
$14K 0.01%
+450
414
$13K 0.01%
+460
415
$13K 0.01%
+533
416
$13K 0.01%
+205
417
$13K 0.01%
+100
418
$13K 0.01%
+287
419
$13K 0.01%
+175
420
$12K ﹤0.01%
+249
421
$12K ﹤0.01%
+200
422
$12K ﹤0.01%
+250
423
$12K ﹤0.01%
+340
424
$12K ﹤0.01%
+200
425
$12K ﹤0.01%
+200
15 16
17
18 19