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
$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%
14
552
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100
553
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26
+24
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557
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560
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561
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562
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5
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566
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11
+1
567
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9
-7
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$1K ﹤0.01%
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569
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1
570
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+31
571
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32
572
$0 ﹤0.01%
71
573
– –
0
574
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-30
575
– –
-1,346
21 22
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