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
126
$633K 0.14%
4,695
+190
127
$630K 0.14%
2,945
+44
128
$624K 0.13%
15,130
+144
129
$622K 0.13%
5,262
-289
130
$594K 0.13%
3,052
+29
131
$592K 0.13%
4,050
+298
132
$567K 0.12%
4,841
-1,504
133
$549K 0.12%
14,476
+726
134
$536K 0.12%
6,279
+758
135
$535K 0.12%
1,506
+141
136
$531K 0.11%
4,175
137
$513K 0.11%
4,304
+485
138
$510K 0.11%
4,322
+852
139
$508K 0.11%
3,162
-333
140
$493K 0.11%
5,449
+148
141
$489K 0.11%
12,970
+3,471
142
$489K 0.11%
10,360
+1,020
143
$481K 0.1%
2,119
-10
144
$476K 0.1%
9,087
-1,837
145
$474K 0.1%
31,278
+204
146
$463K 0.1%
856
147
$463K 0.1%
6,851
+1,658
148
$440K 0.1%
14,940
-154
149
$438K 0.09%
2,503
+47
150
$436K 0.09%
15,548
-4,336
4 5
6
7 8