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
$240M
AUM Growth
+$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$570K
3
+$518K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$413K
5
V icon
Visa
V
+$366K

Top Sells

1
+$1.15M
2
+$610K
3
+$383K
4
CVS icon
CVS Health
CVS
+$310K
5
VTRS icon
Viatris
VTRS
+$249K

Sector Composition

1 Financials 17.71%
2 Healthcare 12.48%
3 Technology 9.91%
4 Industrials 9.03%
5 Communication Services 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$675K 0.28%
3,431
+164
102
$641K 0.27%
18,641
+2,068
103
$638K 0.27%
8,936
-126
104
$622K 0.26%
7,162
-130
105
$620K 0.26%
7,554
+591
106
$602K 0.25%
11,221
+2,693
107
$601K 0.25%
13,105
+2,197
108
$590K 0.25%
3,742
-100
109
$570K 0.24%
10,018
+2,276
110
$557K 0.23%
1,889
+240
111
$539K 0.22%
3,293
-331
112
$527K 0.22%
22,219
+12,290
113
$521K 0.22%
11,286
+148
114
$497K 0.21%
4,946
+1,272
115
$488K 0.2%
7,480
-2,497
116
$448K 0.19%
1,796
+170
117
$439K 0.18%
7,641
+75
118
$434K 0.18%
3,166
119
$428K 0.18%
3,153
+111
120
$425K 0.18%
2,790
-115
121
$420K 0.17%
4,988
-12
122
$414K 0.17%
33,174
-3,339
123
$413K 0.17%
+4,828
124
$411K 0.17%
1,281
-18
125
$410K 0.17%
5,269
+185
3 4
5
6 7