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
$271M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
627
New
Increased
Reduced
Closed

Top Buys

1
+$1.17M
2
+$463K
3
+$392K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$288K
5
MA icon
Mastercard
MA
+$286K

Top Sells

1
+$303K
2
+$249K
3
+$226K
4
PHM icon
Pultegroup
PHM
+$214K
5
AMGN icon
Amgen
AMGN
+$206K

Sector Composition

1 Financials 17.04%
2 Healthcare 12.72%
3 Technology 10.58%
4 Industrials 8.61%
5 Consumer Discretionary 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$255K 0.09%
1,259
+67
152
$240K 0.09%
20,682
+1,338
153
$240K 0.09%
6,370
-498
154
$237K 0.09%
6,700
155
$232K 0.09%
5,361
-850
156
$232K 0.09%
8,416
157
$222K 0.08%
4,098
-451
158
$207K 0.08%
3,735
159
$206K 0.08%
5,500
+3,100
160
$201K 0.07%
21,704
-2,987
161
$200K 0.07%
10,488
+1,880
162
$195K 0.07%
7,574
+103
163
$194K 0.07%
866
164
$194K 0.07%
1,343
-150
165
$193K 0.07%
7,698
+514
166
$189K 0.07%
1,050
167
$181K 0.07%
3,185
-1,430
168
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4,766
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169
$179K 0.07%
3,600
170
$177K 0.07%
2,316
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171
$177K 0.07%
10,606
172
$173K 0.06%
4,887
-990
173
$172K 0.06%
+3,078
174
$171K 0.06%
9,657
-708
175
$163K 0.06%
1,657
-27
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7
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