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
76
$1.56M 0.34%
4,762
-72
77
$1.53M 0.33%
21,896
+144
78
$1.48M 0.32%
17,327
-36
79
$1.48M 0.32%
4,222
+55
80
$1.47M 0.32%
67,856
-9,276
81
$1.44M 0.31%
4,189
+1,121
82
$1.44M 0.31%
3,847
-314
83
$1.39M 0.3%
14,420
-1,507
84
$1.39M 0.3%
9,153
-362
85
$1.36M 0.29%
14,763
+1,681
86
$1.31M 0.28%
6,185
87
$1.3M 0.28%
11,127
+3,628
88
$1.29M 0.28%
8,375
-50
89
$1.28M 0.28%
31,940
-692
90
$1.25M 0.27%
25,174
-596
91
$1.21M 0.26%
7,950
+5,929
92
$1.21M 0.26%
92,280
+1,640
93
$1.2M 0.26%
8,602
+192
94
$1.19M 0.26%
25,234
+669
95
$1.18M 0.26%
16,355
-7,185
96
$1.11M 0.24%
4,679
-1,188
97
$1.11M 0.24%
33,422
+4,512
98
$1.06M 0.23%
5,214
+78
99
$1.05M 0.23%
20,965
+4,501
100
$1.04M 0.23%
5,915
-388
2 3
4
5 6