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
451
$10K ﹤0.01%
+140
452
$9K ﹤0.01%
+230
453
$9K ﹤0.01%
+325
454
$9K ﹤0.01%
+200
455
$9K ﹤0.01%
+150
456
$9K ﹤0.01%
+200
457
$8K ﹤0.01%
+45
458
– –
0
459
– –
0
460
$8K ﹤0.01%
+159
461
$8K ﹤0.01%
+62
462
$8K ﹤0.01%
+150
463
$8K ﹤0.01%
+127
464
$8K ﹤0.01%
+200
465
$8K ﹤0.01%
+100
466
$8K ﹤0.01%
+400
467
$8K ﹤0.01%
+6
468
$8K ﹤0.01%
+500
469
$7K ﹤0.01%
+100
470
$7K ﹤0.01%
+250
471
$7K ﹤0.01%
+156
472
$7K ﹤0.01%
+193
473
$7K ﹤0.01%
+350
474
$7K ﹤0.01%
+250
475
$7K ﹤0.01%
+160
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