RWA

River Wealth Advisors Portfolio holdings

AUM $855M
1-Year Est. Return 16.09%
This Quarter Est. Return
1 Year Est. Return
+16.09%
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
551
$1K ﹤0.01%
+30
552
$1K ﹤0.01%
+14
553
$1K ﹤0.01%
+100
554
$1K ﹤0.01%
+19
555
$1K ﹤0.01%
+8
556
$1K ﹤0.01%
+24
557
$1K ﹤0.01%
+30
558
$1K ﹤0.01%
+60
559
$1K ﹤0.01%
+15
560
$1K ﹤0.01%
+300
561
$1K ﹤0.01%
+12
562
$1K ﹤0.01%
+16
563
$1K ﹤0.01%
+5
564
$1K ﹤0.01%
+9
565
$1K ﹤0.01%
+10
566
$1K ﹤0.01%
+500
567
$1K ﹤0.01%
+1
568
$1K ﹤0.01%
+103
569
$1K ﹤0.01%
+2,500
570
$1K ﹤0.01%
+32
571
$0 ﹤0.01%
+5
572
$0 ﹤0.01%
+22
573
$0 ﹤0.01%
+1
574
$0 ﹤0.01%
+5
575
$0 ﹤0.01%
+5
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