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
126
$276K 0.17%
+2,548
127
$271K 0.17%
+1,335
128
$267K 0.17%
+7,408
129
$264K 0.16%
+3,630
130
$262K 0.16%
+2,423
131
$256K 0.16%
+5,416
132
$237K 0.15%
+1,259
133
$225K 0.14%
+14,068
134
$212K 0.13%
+12,422
135
$201K 0.12%
+3,805
136
$201K 0.12%
+4,462
137
$184K 0.11%
+2,380
138
$160K 0.1%
+13,330
139
$146K 0.09%
+15,000
140
$128K 0.08%
+10,271
141
$127K 0.08%
+875