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
176
$158K 0.06%
+6,077
177
$158K 0.06%
+8,608
178
$157K 0.06%
+4,500
179
$146K 0.06%
+4,150
180
$144K 0.06%
+1,684
181
$142K 0.06%
+4,170
182
$137K 0.05%
+3,253
183
$132K 0.05%
+1,346
184
$131K 0.05%
+1,535
185
$131K 0.05%
+1,938
186
$131K 0.05%
+830
187
$124K 0.05%
+2,874
188
$123K 0.05%
+1,187
189
$122K 0.05%
+2,836
190
$117K 0.05%
+2,010
191
$114K 0.04%
+6,900
192
$113K 0.04%
+539
193
$105K 0.04%
+1,975
194
$105K 0.04%
+785
195
$105K 0.04%
+1,678
196
$104K 0.04%
+1,956
197
$103K 0.04%
+5,911
198
$103K 0.04%
+5,255
199
$102K 0.04%
+579
200
$100K 0.04%
+1,076
6 7
8
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