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
76
$752K 0.47%
+7,021
77
$742K 0.46%
+5,524
78
$730K 0.45%
+7,340
79
$729K 0.45%
+6,466
80
$722K 0.45%
+18,345
81
$673K 0.42%
+16,547
82
$667K 0.41%
+4,808
83
$667K 0.41%
+25,636
84
$640K 0.4%
+7,994
85
$640K 0.4%
+9,429
86
$627K 0.39%
+2,108
87
$614K 0.38%
+9,394
88
$613K 0.38%
+10,477
89
$612K 0.38%
+10,013
90
$607K 0.38%
+7,899
91
$605K 0.37%
+7,748
92
$604K 0.37%
+27,263
93
$598K 0.37%
+4,333
94
$587K 0.36%
+5,705
95
$552K 0.34%
+9,158
96
$552K 0.34%
+7,082
97
$543K 0.34%
+17,374
98
$538K 0.33%
+5,046
99
$533K 0.33%
+20,338
100
$525K 0.33%
+6,848
2 3
4
5 6