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
151
$245K 0.1%
2,482
-319
152
$235K 0.1%
3,112
153
$231K 0.1%
+8,264
154
$223K 0.09%
+3,377
155
$221K 0.09%
866
156
$220K 0.09%
2,599
-530
157
$219K 0.09%
+20,406
158
$212K 0.09%
7,809
-350
159
$212K 0.09%
3,765
160
$211K 0.09%
+43,520
161
$207K 0.09%
+4,613
162
$190K 0.08%
10,606
163
– –
0
164
– –
-7,705
165
– –
-11,398
166
– –
-7,900
3 4 5 6
7