RWA

River Wealth Advisors Portfolio holdings

AUM $892M
1-Year Est. Return 19.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$181M
AUM Growth
+$6.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$664K
2
+$454K
3
+$449K
4
META icon
Meta Platforms (Facebook)
META
+$417K
5
LOW icon
Lowe's Companies
LOW
+$329K

Top Sells

1
+$1.8M
2
+$402K
3
+$327K
4
M icon
Macy's
M
+$300K
5
DGX icon
Quest Diagnostics
DGX
+$278K

Sector Composition

1 Healthcare 14.51%
2 Financials 14.4%
3 Industrials 11.89%
4 Technology 9.59%
5 Energy 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-1,095
152
– –
-13,422
153
– –
-2,715
154
– –
-66,369
155
– –
-6,085
3 4 5 6
7