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
126
$397K 0.15%
9,049
-1,363
127
$366K 0.14%
2,992
128
$366K 0.14%
1,493
129
$363K 0.14%
2,729
-134
130
$363K 0.14%
6,397
-2,489
131
$361K 0.14%
4,536
+320
132
$351K 0.14%
4,434
-392
133
$343K 0.13%
13,246
+1,656
134
$337K 0.13%
3,043
135
$332K 0.13%
3,999
+121
136
$324K 0.13%
6,232
137
$323K 0.13%
29,394
+2,628
138
$321K 0.12%
21,978
-1,004
139
$312K 0.12%
4,900
140
$312K 0.12%
3,928
+358
141
$286K 0.11%
1,223
-25
142
$282K 0.11%
2,561
-125
143
$277K 0.11%
2,532
+82
144
$273K 0.11%
24,691
-4,035
145
$269K 0.1%
1,867
146
$266K 0.1%
3,982
-550
147
$266K 0.1%
6,211
-425
148
$260K 0.1%
2,448
-3,310
149
$253K 0.1%
1,903
+1
150
$251K 0.1%
3,103
-377
4 5
6
7 8