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
151
$242K 0.09%
2,198
+1
152
$239K 0.09%
3,434
+142
153
$225K 0.09%
4,615
-1,745
154
$224K 0.09%
8,416
-555
155
$223K 0.09%
3,112
156
$216K 0.08%
+1,192
157
$209K 0.08%
+19,344
158
$208K 0.08%
3,735
-30
159
$199K 0.08%
+1,493
160
$198K 0.08%
5,917
-1,854
161
$193K 0.08%
5,877
-1,189
162
$193K 0.08%
+4,712
163
$191K 0.07%
866
164
$184K 0.07%
+6,700
165
$182K 0.07%
+7,184
166
$180K 0.07%
2,860
-1,984
167
$179K 0.07%
3,833
-2,618
168
$179K 0.07%
+3,600
169
$175K 0.07%
10,606
170
$170K 0.07%
+7,471
171
$170K 0.07%
+10,365
172
$167K 0.07%
+1,050
173
$160K 0.06%
+2,662
174
$160K 0.06%
+2,105
175
$159K 0.06%
+2,299
5 6
7
8 9