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
476
$7K ﹤0.01%
+214
477
$7K ﹤0.01%
+50
478
– –
0
479
$7K ﹤0.01%
+150
480
$7K ﹤0.01%
+293
481
$7K ﹤0.01%
+169
482
$7K ﹤0.01%
+326
483
$6K ﹤0.01%
+230
484
$6K ﹤0.01%
+71
485
$6K ﹤0.01%
+141
486
$6K ﹤0.01%
+115
487
$6K ﹤0.01%
+75
488
$6K ﹤0.01%
+79
489
$6K ﹤0.01%
+486
490
$6K ﹤0.01%
+118
491
$6K ﹤0.01%
+95
492
$6K ﹤0.01%
+249
493
$6K ﹤0.01%
+105
494
$6K ﹤0.01%
+94
495
$6K ﹤0.01%
+71
496
$6K ﹤0.01%
+35
497
$5K ﹤0.01%
+205
498
$5K ﹤0.01%
+775
499
$5K ﹤0.01%
+50
500
$5K ﹤0.01%
+80
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