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
$240M
AUM Growth
+$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$570K
3
+$518K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$413K
5
V icon
Visa
V
+$366K

Top Sells

1
+$1.15M
2
+$610K
3
+$383K
4
CVS icon
CVS Health
CVS
+$310K
5
VTRS icon
Viatris
VTRS
+$249K

Sector Composition

1 Financials 17.71%
2 Healthcare 12.48%
3 Technology 9.91%
4 Industrials 9.03%
5 Communication Services 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.7M 1.12%
50,331
+621
27
$2.69M 1.12%
41,732
+521
28
$2.66M 1.11%
31,129
+3,385
29
$2.6M 1.08%
14,921
+366
30
$2.57M 1.07%
87,602
-2,216
31
$2.55M 1.06%
32,133
+1,590
32
$2.51M 1.04%
82,780
+425
33
$2.46M 1.02%
138,378
+1,896
34
$2.45M 1.02%
44,327
-92
35
$2.37M 0.98%
16,932
+2,280
36
$2.34M 0.97%
15,489
+1,407
37
$2.31M 0.96%
28,444
-565
38
$2.16M 0.9%
39,298
-3,397
39
$2.12M 0.88%
26,585
+2,798
40
$2.09M 0.87%
7,785
+214
41
$2M 0.83%
12,931
-224
42
$1.97M 0.82%
33,760
+5,840
43
$1.96M 0.82%
22,021
-310
44
$1.92M 0.8%
45,367
-5,875
45
$1.88M 0.78%
16,053
+475
46
$1.87M 0.78%
22,932
+304
47
$1.86M 0.77%
10,552
+1,104
48
$1.86M 0.77%
102,319
-2,108
49
$1.82M 0.76%
9,629
+691
50
$1.81M 0.75%
19,529
+514
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