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
$271M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
627
New
Increased
Reduced
Closed

Top Buys

1
+$1.17M
2
+$463K
3
+$392K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$288K
5
MA icon
Mastercard
MA
+$286K

Top Sells

1
+$303K
2
+$249K
3
+$226K
4
PHM icon
Pultegroup
PHM
+$214K
5
AMGN icon
Amgen
AMGN
+$206K

Sector Composition

1 Financials 17.04%
2 Healthcare 12.72%
3 Technology 10.58%
4 Industrials 8.61%
5 Consumer Discretionary 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$13K ﹤0.01%
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427
$13K ﹤0.01%
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428
$13K ﹤0.01%
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429
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431
$13K ﹤0.01%
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– –
0
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375
+50
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+132
436
– –
0
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438
+11
438
$11K ﹤0.01%
60
439
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168
+41
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$11K ﹤0.01%
104
-49
441
$11K ﹤0.01%
195
442
$11K ﹤0.01%
61
+26
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$11K ﹤0.01%
350
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$10K ﹤0.01%
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$10K ﹤0.01%
250
446
$10K ﹤0.01%
+200
447
$10K ﹤0.01%
200
448
$10K ﹤0.01%
90
449
$10K ﹤0.01%
224
+138
450
$10K ﹤0.01%
+215
16 17
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