RWA

River Wealth Advisors Portfolio holdings

AUM $804M
1-Year Est. Return 14.72%
This Quarter Est. Return
1 Year Est. Return
+14.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$162M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$5.76M
2
+$5.59M
3
+$5.01M
4
AAPL icon
Apple
AAPL
+$4.22M
5
VTRS icon
Viatris
VTRS
+$4.09M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 16.27%
2 Financials 13.72%
3 Industrials 11.91%
4 Technology 11.27%
5 Consumer Staples 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.24M 0.77%
+13,317
52
$1.22M 0.76%
+13,045
53
$1.22M 0.75%
+14,234
54
$1.15M 0.71%
+11,101
55
$1.1M 0.68%
+71,778
56
$1.1M 0.68%
+58,417
57
$1.03M 0.64%
+9,993
58
$1.03M 0.64%
+72,860
59
$1.02M 0.63%
+10,544
60
$1.02M 0.63%
+23,264
61
$1.01M 0.63%
+14,899
62
$993K 0.61%
+16,464
63
$967K 0.6%
+11,585
64
$962K 0.6%
+20,243
65
$918K 0.57%
+11,200
66
$913K 0.57%
+10,745
67
$897K 0.56%
+7,550
68
$893K 0.55%
+19,270
69
$892K 0.55%
+22,003
70
$890K 0.55%
+7,009
71
$869K 0.54%
+8,229
72
$862K 0.53%
+15,323
73
$845K 0.52%
+17,770
74
$828K 0.51%
+12,762
75
$764K 0.47%
+9,691
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3
4 5