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
$463M
AUM Growth
+$79.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$3.39M
2
+$2.72M
3
+$1.8M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.77M
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$1.71M

Top Sells

1
+$869K
2
+$519K
3
+$327K
4
NSC icon
Norfolk Southern
NSC
+$282K
5
TFC icon
Truist Financial
TFC
+$257K

Sector Composition

1 Technology 13.47%
2 Financials 12.22%
3 Healthcare 9.11%
4 Industrials 6.82%
5 Consumer Discretionary 6.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.15M 0.9%
56,900
+559
27
$4.09M 0.88%
134,798
+9,845
28
$4.03M 0.87%
27,750
+1,534
29
$4.02M 0.87%
25,070
+1,213
30
$3.99M 0.86%
86,860
+540
31
$3.76M 0.81%
25,262
-7
32
$3.65M 0.79%
37,500
-1,691
33
$3.52M 0.76%
73,444
-5,371
34
$3.5M 0.76%
40,559
-1,339
35
$3.46M 0.75%
17,584
-85
36
$3.39M 0.73%
7,270
+886
37
$3.38M 0.73%
134,642
+3,635
38
$3.33M 0.72%
39,999
+198
39
$3.32M 0.72%
27,632
+2,789
40
$3.26M 0.71%
55,538
+9,241
41
$3.19M 0.69%
36,380
42
$3.15M 0.68%
31,558
+3,178
43
$3.08M 0.67%
9,824
-121
44
$3.02M 0.65%
19,323
+2,190
45
$3M 0.65%
14,123
+2,807
46
$2.93M 0.63%
45,262
-408
47
$2.9M 0.63%
10,635
+49
48
$2.9M 0.63%
11,004
+79
49
$2.89M 0.62%
127,119
-2,085
50
$2.81M 0.61%
10,570
+247
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