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
126
$398K 0.17%
2,253
-125
127
$398K 0.17%
3,768
+106
128
$392K 0.16%
22,500
129
$378K 0.16%
9,926
-1,774
130
$372K 0.15%
3,560
+82
131
$336K 0.14%
23,375
-3,634
132
$329K 0.14%
1,493
133
$320K 0.13%
+18,804
134
$307K 0.13%
6,539
+618
135
$294K 0.12%
3,519
-13,726
136
$293K 0.12%
7,309
+798
137
$292K 0.12%
6,926
-1,220
138
$288K 0.12%
2,001
+5
139
$282K 0.12%
3,787
+362
140
$275K 0.11%
+1,873
141
$271K 0.11%
+9,692
142
$270K 0.11%
1,891
+1
143
$269K 0.11%
+3,496
144
$268K 0.11%
2,918
-270
145
$265K 0.11%
2,686
+88
146
$264K 0.11%
4,216
-1,282
147
$261K 0.11%
1,248
+44
148
$256K 0.11%
4,185
+335
149
$248K 0.1%
5,793
-1,650
150
$245K 0.1%
+2,346
3 4 5
6
7