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
$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
551
$1K ﹤0.01%
+30
552
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+30
553
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555
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558
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+300
561
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566
$1K ﹤0.01%
+500
567
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+1
568
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569
$1K ﹤0.01%
+2,500
570
$1K ﹤0.01%
+32
571
– –
0
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$0 ﹤0.01%
+5
573
$0 ﹤0.01%
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574
$0 ﹤0.01%
+2
575
$0 ﹤0.01%
+1
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