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
101
$1.01M 0.22%
13,046
+762
102
$973K 0.21%
3,617
-284
103
$951K 0.21%
5,385
-175
104
$924K 0.2%
16,824
-67
105
$902K 0.2%
4,957
-85
106
$892K 0.19%
14,461
+1,017
107
$866K 0.19%
12,685
-45
108
$859K 0.19%
4,005
+279
109
$852K 0.18%
19,044
+461
110
$836K 0.18%
3,606
-151
111
$822K 0.18%
2,323
-15
112
$814K 0.18%
5,646
+11
113
$801K 0.17%
5,744
+1,313
114
$786K 0.17%
3,503
+541
115
$782K 0.17%
6,015
-171
116
$770K 0.17%
3,696
+51
117
$741K 0.16%
4,234
-55
118
$737K 0.16%
16,177
-3,489
119
$720K 0.16%
2,773
+361
120
$715K 0.15%
19,565
+3,209
121
$702K 0.15%
19,081
+18
122
$650K 0.14%
10,483
+206
123
$649K 0.14%
8,311
+1,084
124
$646K 0.14%
4,166
+148
125
$638K 0.14%
11,642
+474
3 4
5
6 7