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
526
$3K ﹤0.01%
+137
527
$3K ﹤0.01%
+37
528
$3K ﹤0.01%
+76
529
$3K ﹤0.01%
+88
530
$3K ﹤0.01%
+368
531
$3K ﹤0.01%
+300
532
$3K ﹤0.01%
+7
533
$3K ﹤0.01%
+164
534
$3K ﹤0.01%
+26
535
$3K ﹤0.01%
+26
536
$3K ﹤0.01%
+45
537
$3K ﹤0.01%
+200
538
$3K ﹤0.01%
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539
$2K ﹤0.01%
+45
540
$2K ﹤0.01%
+72
541
$2K ﹤0.01%
+60
542
$2K ﹤0.01%
+20
543
$2K ﹤0.01%
+58
544
– –
0
545
$2K ﹤0.01%
+70
546
$2K ﹤0.01%
+52
547
$2K ﹤0.01%
+59
548
$2K ﹤0.01%
+150
549
$2K ﹤0.01%
+14
550
$2K ﹤0.01%
+16
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