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
$240M
AUM Growth
+$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$570K
3
+$518K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$413K
5
V icon
Visa
V
+$366K

Top Sells

1
+$1.15M
2
+$610K
3
+$383K
4
CVS icon
CVS Health
CVS
+$310K
5
VTRS icon
Viatris
VTRS
+$249K

Sector Composition

1 Financials 17.71%
2 Healthcare 12.48%
3 Technology 9.91%
4 Industrials 9.03%
5 Communication Services 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.77M 0.74%
33,458
-190
52
$1.75M 0.73%
42,340
-1,123
53
$1.71M 0.71%
16,934
+321
54
$1.7M 0.71%
32,460
+860
55
$1.69M 0.7%
20,512
-346
56
$1.66M 0.69%
17,211
+3,665
57
$1.63M 0.68%
10,673
-96
58
$1.58M 0.66%
10,145
+435
59
$1.56M 0.65%
12,307
+747
60
$1.53M 0.64%
49,496
-2,206
61
$1.53M 0.64%
31,315
-804
62
$1.45M 0.6%
12,753
+346
63
$1.39M 0.58%
14,120
-109
64
$1.39M 0.58%
17,344
+124
65
$1.38M 0.57%
16,490
-668
66
$1.34M 0.56%
9,136
+560
67
$1.34M 0.56%
22,131
+344
68
$1.32M 0.55%
6,628
-89
69
$1.32M 0.55%
13,264
+25
70
$1.3M 0.54%
5,691
+2,494
71
$1.27M 0.53%
7,018
-19
72
$1.25M 0.52%
16,932
-572
73
$1.24M 0.51%
11,781
-287
74
$1.22M 0.51%
52,007
75
$1.17M 0.49%
6,896
-144
1 2
3
4 5