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
$463M
AUM Growth
+$79.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$3.39M
2
+$2.72M
3
+$1.8M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.77M
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$1.71M

Top Sells

1
+$869K
2
+$519K
3
+$327K
4
NSC icon
Norfolk Southern
NSC
+$282K
5
TFC icon
Truist Financial
TFC
+$257K

Sector Composition

1 Technology 13.47%
2 Financials 12.22%
3 Healthcare 9.11%
4 Industrials 6.82%
5 Consumer Discretionary 6.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$435K 0.09%
3,257
-400
152
$427K 0.09%
4,032
153
$410K 0.09%
4,364
+155
154
$408K 0.09%
970
155
$403K 0.09%
5,088
-796
156
$401K 0.09%
9,230
+250
157
$401K 0.09%
4,382
+9
158
$387K 0.08%
25,542
-1,368
159
$385K 0.08%
3,596
+161
160
$377K 0.08%
1,685
161
$371K 0.08%
2,261
+316
162
$370K 0.08%
1,213
-63
163
$368K 0.08%
17,223
-441
164
$353K 0.08%
1,663
+73
165
$353K 0.08%
19,584
+274
166
$345K 0.07%
3,637
+695
167
$345K 0.07%
43,691
168
$344K 0.07%
3,760
-309
169
$340K 0.07%
2,424
-200
170
$338K 0.07%
4,890
+649
171
$326K 0.07%
3,121
-37
172
$314K 0.07%
3,288
+182
173
$313K 0.07%
3,534
-62
174
$301K 0.07%
799
+127
175
$297K 0.06%
1,412
+188
5 6
7
8 9