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
$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
51
$1.76M 0.69%
72,702
-12,368
52
$1.75M 0.68%
16,168
-122
53
$1.73M 0.67%
102,378
-442
54
$1.73M 0.67%
19,746
-45
55
$1.71M 0.67%
10,465
+132
56
$1.71M 0.67%
38,919
-2,688
57
$1.67M 0.65%
22,183
-302
58
$1.54M 0.6%
11,943
+116
59
$1.45M 0.56%
40,173
-4,619
60
$1.44M 0.56%
14,768
+132
61
$1.41M 0.55%
28,083
-1,120
62
$1.4M 0.55%
31,134
-1,431
63
$1.39M 0.54%
6,792
-89
64
$1.35M 0.53%
47,468
-1,808
65
$1.35M 0.52%
11,600
-19
66
$1.33M 0.52%
4,891
-2,929
67
$1.31M 0.51%
16,685
-179
68
$1.29M 0.5%
15,632
-211
69
$1.27M 0.5%
10,825
+2,064
70
$1.27M 0.5%
6,597
+719
71
$1.27M 0.49%
9,201
-103
72
$1.24M 0.48%
9,203
-153
73
$1.22M 0.47%
11,269
-1,477
74
$1.18M 0.46%
6,450
-544
75
$1.18M 0.46%
12,839
-25
1 2
3
4 5