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
$271M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
627
New
Increased
Reduced
Closed

Top Buys

1
+$1.17M
2
+$463K
3
+$392K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$288K
5
MA icon
Mastercard
MA
+$286K

Top Sells

1
+$303K
2
+$249K
3
+$226K
4
PHM icon
Pultegroup
PHM
+$214K
5
AMGN icon
Amgen
AMGN
+$206K

Sector Composition

1 Financials 17.04%
2 Healthcare 12.72%
3 Technology 10.58%
4 Industrials 8.61%
5 Consumer Discretionary 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$7K ﹤0.01%
250
477
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478
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479
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79
480
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307
+14
481
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482
$7K ﹤0.01%
250
483
$6K ﹤0.01%
60
-127
484
$6K ﹤0.01%
50
485
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230
486
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487
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95
492
$6K ﹤0.01%
105
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95
+1
494
$5K ﹤0.01%
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495
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496
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22
497
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+1
498
$5K ﹤0.01%
50
499
$5K ﹤0.01%
32
500
$5K ﹤0.01%
486
18 19
20
21 22