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RWA

River Wealth Advisors Portfolio holdings

AUM $871M
1-Year Est. Return 20.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$239M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
568
New
Increased
Reduced
Closed

Top Buys

1
+$357K
2
+$322K
3
+$308K
4
MSFT icon
Microsoft
MSFT
+$300K
5
STZ icon
Constellation Brands
STZ
+$255K

Top Sells

1
+$327K
2
+$260K
3
+$195K
4
UN
Unilever NV New York Registry Shares
UN
+$190K
5
UGI icon
UGI
UGI
+$184K

Sector Composition

1 Financials 16.63%
2 Healthcare 13.09%
3 Technology 10.78%
4 Industrials 8.69%
5 Communication Services 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$202K 0.08%
23,022
-2,646
152
$201K 0.08%
2,278
-563
153
$200K 0.08%
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