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
$463M
AUM Growth
+$79.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$3.39M
2
+$2.72M
3
+$1.8M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.77M
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$1.71M

Top Sells

1
+$869K
2
+$519K
3
+$327K
4
NSC icon
Norfolk Southern
NSC
+$282K
5
TFC icon
Truist Financial
TFC
+$257K

Sector Composition

1 Technology 13.47%
2 Financials 12.22%
3 Healthcare 9.11%
4 Industrials 6.82%
5 Consumer Discretionary 6.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.78M 0.6%
59,699
+2,080
52
$2.77M 0.6%
17,596
+1,629
53
$2.72M 0.59%
45,095
+4,686
54
$2.6M 0.56%
11,848
+370
55
$2.58M 0.56%
30,604
-559
56
$2.55M 0.55%
59,224
-440
57
$2.55M 0.55%
17,017
+883
58
$2.42M 0.52%
20,765
-7,469
59
$2.33M 0.5%
84,344
+2,987
60
$2.31M 0.5%
33,497
+3,295
61
$2.28M 0.49%
16,136
+1,936
62
$2.21M 0.48%
22,370
+1,546
63
$2.16M 0.47%
14,012
-387
64
$2.1M 0.45%
21,486
-634
65
$1.98M 0.43%
28,965
+2,561
66
$1.93M 0.42%
17,963
+3,762
67
$1.91M 0.41%
22,937
+1,166
68
$1.91M 0.41%
23,232
+289
69
$1.76M 0.38%
166,946
70
$1.73M 0.37%
25,248
+3,523
71
$1.73M 0.37%
27,810
+2,347
72
$1.68M 0.36%
6,165
-34
73
$1.63M 0.35%
21,693
-1,765
74
$1.6M 0.35%
56,841
+3,554
75
$1.57M 0.34%
21,980
-828
1 2
3
4 5