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
76
$1.12M 0.44%
18,346
+1,356
77
$1.12M 0.43%
16,130
-661
78
$1.07M 0.42%
+20,885
79
$1.06M 0.41%
6,804
+276
80
$1.06M 0.41%
47,507
-2,300
81
$1.04M 0.41%
5,037
+275
82
$1.01M 0.39%
16,119
-651
83
$1M 0.39%
2,831
-9
84
$976K 0.38%
13,056
+2,737
85
$962K 0.37%
9,277
+136
86
$898K 0.35%
13,857
-434
87
$896K 0.35%
5,269
-35
88
$895K 0.35%
5,933
89
$875K 0.34%
13,595
-706
90
$872K 0.34%
4,674
+405
91
$870K 0.34%
20,085
-72
92
$801K 0.31%
21,665
+25
93
$775K 0.3%
18,548
-388
94
$770K 0.3%
5,560
-89
95
$749K 0.29%
11,181
-1,129
96
$743K 0.29%
19,856
-349
97
$743K 0.29%
9,512
-1,010
98
$721K 0.28%
32,738
+3,536
99
$694K 0.27%
5,112
-180
100
$642K 0.25%
4,595
-120
2 3
4
5 6