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
176
$293K 0.06%
9,552
+250
177
$285K 0.06%
2,434
+70
178
$284K 0.06%
1,164
+77
179
$273K 0.06%
2,027
+255
180
$273K 0.06%
+1,078
181
$272K 0.06%
1,315
+50
182
$269K 0.06%
3,248
-239
183
$269K 0.06%
8,904
-333
184
$268K 0.06%
2,755
+183
185
$259K 0.06%
+1,491
186
$256K 0.06%
2,127
-1,288
187
$253K 0.05%
4,477
-325
188
$245K 0.05%
1,044
189
$243K 0.05%
2,562
190
$243K 0.05%
5,132
-2,589
191
$238K 0.05%
+1,600
192
$235K 0.05%
3,800
193
$229K 0.05%
2,425
-72
194
$223K 0.05%
+892
195
$219K 0.05%
2,410
-140
196
$214K 0.05%
+4,455
197
$207K 0.04%
+2,577
198
$206K 0.04%
+1,667
199
$206K 0.04%
+4,339
200
$205K 0.04%
1,487
-175
5 6 7
8
9