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
201
$98K 0.04%
+1,150
202
$98K 0.04%
+627
203
$98K 0.04%
+690
204
$96K 0.04%
+1,735
205
$96K 0.04%
+1,154
206
$95K 0.04%
+1,139
207
$94K 0.04%
+1,692
208
$94K 0.04%
+240
209
$93K 0.04%
+746
210
$92K 0.04%
+1,473
211
$92K 0.04%
+2,900
212
$91K 0.04%
+7,592
213
$91K 0.04%
+1,571
214
$89K 0.03%
+807
215
$89K 0.03%
+465
216
$87K 0.03%
+657
217
$84K 0.03%
+736
218
$83K 0.03%
+1,195
219
$82K 0.03%
+1,619
220
$81K 0.03%
+162
221
$81K 0.03%
+563
222
$81K 0.03%
+2,290
223
$80K 0.03%
+1,432
224
$80K 0.03%
+392
225
$78K 0.03%
+1,900
7 8
9
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