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
426
– –
0
427
$12K ﹤0.01%
+363
428
$12K ﹤0.01%
+282
429
$12K ﹤0.01%
+240
430
$12K ﹤0.01%
+283
431
$12K ﹤0.01%
+112
432
$12K ﹤0.01%
+631
433
$12K ﹤0.01%
+125
434
$12K ﹤0.01%
+325
435
$12K ﹤0.01%
+427
436
$11K ﹤0.01%
+99
437
$11K ﹤0.01%
+141
438
$11K ﹤0.01%
+275
439
$11K ﹤0.01%
+414
440
$11K ﹤0.01%
+309
441
– –
0
442
$10K ﹤0.01%
+200
443
$10K ﹤0.01%
+244
444
$10K ﹤0.01%
+60
445
$10K ﹤0.01%
+90
446
$10K ﹤0.01%
+200
447
$10K ﹤0.01%
+345
448
$10K ﹤0.01%
+195
449
$10K ﹤0.01%
+300
450
$10K ﹤0.01%
+200
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