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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
$225M
AUM Growth
-$46.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
616
New
Increased
Reduced
Closed

Top Buys

1
+$1.88M
2
+$564K
3
+$429K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$392K
5
VXF icon
Vanguard Extended Market ETF
VXF
+$311K

Top Sells

1
+$1.94M
2
+$1.2M
3
+$570K
4
DVN icon
Devon Energy
DVN
+$488K
5
VTRS icon
Viatris
VTRS
+$454K

Sector Composition

1 Financials 16.4%
2 Healthcare 13.33%
3 Technology 10.02%
4 Industrials 8.06%
5 Consumer Discretionary 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$1K ﹤0.01%
45
-300
527
$1K ﹤0.01%
12
528
$1K ﹤0.01%
28
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529
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16
530
$1K ﹤0.01%
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531
$1K ﹤0.01%
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532
$1K ﹤0.01%
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533
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535
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+30
536
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$0 ﹤0.01%
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538
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541
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542
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545
– –
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546
$0 ﹤0.01%
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549
$0 ﹤0.01%
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100
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