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
501
$5K ﹤0.01%
+65
502
$5K ﹤0.01%
+53
503
$5K ﹤0.01%
+75
504
$5K ﹤0.01%
+124
505
$5K ﹤0.01%
+94
506
$5K ﹤0.01%
+100
507
– –
0
508
$5K ﹤0.01%
+205
509
$5K ﹤0.01%
+775
510
$4K ﹤0.01%
+50
511
$4K ﹤0.01%
+22
512
$4K ﹤0.01%
+125
513
$4K ﹤0.01%
+102
514
$4K ﹤0.01%
+86
515
$4K ﹤0.01%
+67
516
$4K ﹤0.01%
+13
517
$4K ﹤0.01%
+300
518
$4K ﹤0.01%
+64
519
$4K ﹤0.01%
+58
520
$4K ﹤0.01%
+42
521
$4K ﹤0.01%
+40
522
– –
0
523
$4K ﹤0.01%
+127
524
$3K ﹤0.01%
+52
525
$3K ﹤0.01%
+80
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