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RWA

River Wealth Advisors Portfolio holdings

AUM $871M
1-Year Est. Return 20.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.5%
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
501
$5K ﹤0.01%
+32
502
$5K ﹤0.01%
+105
503
$5K ﹤0.01%
+65
504
$5K ﹤0.01%
+53
505
$5K ﹤0.01%
+75
506
$5K ﹤0.01%
+124
507
$5K ﹤0.01%
+94
508
$5K ﹤0.01%
+100
509
– –
0
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%
+26
19 20
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