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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
$271M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
627
New
Increased
Reduced
Closed

Top Buys

1
+$1.17M
2
+$463K
3
+$392K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$288K
5
MA icon
Mastercard
MA
+$286K

Top Sells

1
+$303K
2
+$249K
3
+$226K
4
PHM icon
Pultegroup
PHM
+$214K
5
AMGN icon
Amgen
AMGN
+$206K

Sector Composition

1 Financials 17.04%
2 Healthcare 12.72%
3 Technology 10.58%
4 Industrials 8.61%
5 Consumer Discretionary 5.52%
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%
26
+24
555
$1K ﹤0.01%
19
556
$1K ﹤0.01%
8
557
$1K ﹤0.01%
+81
558
$1K ﹤0.01%
24
559
$1K ﹤0.01%
+35
560
$1K ﹤0.01%
+58
561
$1K ﹤0.01%
60
562
$1K ﹤0.01%
300
563
$1K ﹤0.01%
12
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$1K ﹤0.01%
16
565
$1K ﹤0.01%
5
566
$1K ﹤0.01%
9
567
$1K ﹤0.01%
11
+1
568
$1K ﹤0.01%
9
-7
569
$1K ﹤0.01%
24
570
$1K ﹤0.01%
+31
571
$1K ﹤0.01%
32
572
– –
0
573
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-30
574
– –
-1,346
575
$0 ﹤0.01%
+5
21 22
23
24 25