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
101
$501K 0.31%
+10,014
102
$496K 0.31%
+18,017
103
$494K 0.31%
+7,923
104
$480K 0.3%
+8,756
105
$478K 0.3%
+7,453
106
$420K 0.26%
+4,787
107
$417K 0.26%
+4,831
108
$404K 0.25%
+12,236
109
$386K 0.24%
+3,171
110
$381K 0.24%
+4,959
111
$372K 0.23%
+5,001
112
$371K 0.23%
+4,923
113
$363K 0.22%
+3,193
114
$362K 0.22%
+6,399
115
$357K 0.22%
+2,476
116
$356K 0.22%
+1,284
117
$342K 0.21%
+2,438
118
$340K 0.21%
+8,089
119
$317K 0.2%
+3,654
120
$306K 0.19%
+13,022
121
$304K 0.19%
+13,314
122
$303K 0.19%
+1,832
123
$289K 0.18%
+5,465
124
$285K 0.18%
+6,832
125
$279K 0.17%
+6,780
2 3 4
5
6