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
101
$624K 0.24%
11,891
+420
102
$615K 0.24%
16,210
-1,275
103
$599K 0.23%
7,428
-205
104
$597K 0.23%
17,356
-612
105
$568K 0.22%
1,692
-187
106
$553K 0.22%
7,089
-73
107
$529K 0.21%
2,328
+350
108
$519K 0.2%
3,168
109
$515K 0.2%
3,130
-99
110
$506K 0.2%
3,282
+116
111
$503K 0.2%
84,960
+14,760
112
$501K 0.19%
5,030
+208
113
$495K 0.19%
9,961
-183
114
$493K 0.19%
6,480
-695
115
$483K 0.19%
22,500
116
$480K 0.19%
4,559
-355
117
$474K 0.18%
1,898
+20
118
$467K 0.18%
+1,364
119
$464K 0.18%
2,784
-325
120
$461K 0.18%
27,870
+4,772
121
$436K 0.17%
7,860
-13,568
122
$414K 0.16%
7,156
-989
123
$413K 0.16%
6,517
+424
124
$400K 0.16%
4,792
+1,190
125
$398K 0.15%
1,347
-64
3 4
5
6 7