RWA

River Wealth Advisors Portfolio holdings

AUM $804M
1-Year Est. Return 14.72%
This Quarter Est. Return
1 Year Est. Return
+14.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$162M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$5.76M
2
+$5.59M
3
+$5.01M
4
AAPL icon
Apple
AAPL
+$4.22M
5
VTRS icon
Viatris
VTRS
+$4.09M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 16.27%
2 Financials 13.72%
3 Industrials 11.91%
4 Technology 11.27%
5 Consumer Staples 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.76M 1.09%
+56,271
27
$1.76M 1.09%
+14,568
28
$1.73M 1.07%
+67,490
29
$1.71M 1.06%
+10,670
30
$1.71M 1.06%
+28,554
31
$1.7M 1.05%
+76,641
32
$1.7M 1.05%
+10,980
33
$1.63M 1.01%
+16,244
34
$1.62M 1%
+21,941
35
$1.61M 1%
+33,099
36
$1.58M 0.98%
+20,171
37
$1.58M 0.98%
+22,086
38
$1.51M 0.94%
+14,987
39
$1.43M 0.88%
+26,219
40
$1.38M 0.85%
+12,069
41
$1.37M 0.85%
+23,930
42
$1.35M 0.84%
+83,733
43
$1.34M 0.83%
+49,296
44
$1.34M 0.83%
+22,146
45
$1.33M 0.82%
+8,668
46
$1.32M 0.82%
+67,601
47
$1.32M 0.82%
+16,269
48
$1.3M 0.8%
+17,323
49
$1.28M 0.79%
+18,402
50
$1.24M 0.77%
+19,550
1
2
3 4 5