RWA

River Wealth Advisors Portfolio holdings

AUM $855M
1-Year Est. Return 16.09%
This Quarter Est. Return
1 Year Est. Return
+16.09%
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
426
$12K ﹤0.01%
+200
427
$12K ﹤0.01%
+200
428
– –
0
429
$12K ﹤0.01%
+363
430
$12K ﹤0.01%
+282
431
$12K ﹤0.01%
+240
432
$12K ﹤0.01%
+283
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%
+345
443
$10K ﹤0.01%
+195
444
$10K ﹤0.01%
+200
445
$10K ﹤0.01%
+244
446
$10K ﹤0.01%
+60
447
$10K ﹤0.01%
+90
448
$10K ﹤0.01%
+200
449
$10K ﹤0.01%
+300
450
$10K ﹤0.01%
+200
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