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
$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
26
$2.84M 1.1%
26,095
+1,108
27
$2.81M 1.09%
42,540
-93
28
$2.8M 1.09%
15,158
-29
29
$2.79M 1.08%
40,029
+854
30
$2.65M 1.03%
60,170
+73
31
$2.62M 1.02%
33,530
+982
32
$2.62M 1.02%
143,070
-780
33
$2.49M 0.97%
86,792
+2,645
34
$2.41M 0.94%
19,002
-14
35
$2.4M 0.94%
48,077
-1,544
36
$2.37M 0.92%
42,781
-76
37
$2.26M 0.88%
29,239
+1,077
38
$2.22M 0.86%
8,141
+335
39
$2.18M 0.85%
11,207
+337
40
$2.01M 0.78%
21,077
+591
41
$2M 0.78%
22,265
+539
42
$1.99M 0.77%
16,394
+33
43
$1.94M 0.76%
12,293
-99
44
$1.92M 0.75%
9,864
+332
45
$1.91M 0.74%
16,966
-124
46
$1.86M 0.73%
20,124
+2,140
47
$1.85M 0.72%
10,764
-181
48
$1.81M 0.7%
26,563
-1,102
49
$1.78M 0.69%
8,119
+1,851
50
$1.77M 0.69%
31,740
-460
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