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
$240M
AUM Growth
+$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$570K
3
+$518K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$413K
5
V icon
Visa
V
+$366K

Top Sells

1
+$1.15M
2
+$610K
3
+$383K
4
CVS icon
CVS Health
CVS
+$310K
5
VTRS icon
Viatris
VTRS
+$249K

Sector Composition

1 Financials 17.71%
2 Healthcare 12.48%
3 Technology 9.91%
4 Industrials 9.03%
5 Communication Services 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.3M 4.27%
125,908
+6,347
2
$6.7M 2.79%
158,360
+5,196
3
$5.57M 2.32%
69,610
-4,778
4
$5.32M 2.21%
75,587
+15,838
5
$4.63M 1.93%
43,347
+281
6
$4.63M 1.93%
91,566
+5,484
7
$4.49M 1.87%
28,991
+569
8
$4.05M 1.68%
32,335
+226
9
$3.95M 1.64%
79,486
-242
10
$3.77M 1.57%
113,230
-2,712
11
$3.71M 1.54%
38,988
+62
12
$3.67M 1.53%
25,428
+291
13
$3.61M 1.5%
94,995
-720
14
$3.54M 1.47%
32,916
-480
15
$3.5M 1.46%
105,258
+2,697
16
$3.32M 1.38%
14,744
+86
17
$3.2M 1.33%
28,075
+3,206
18
$3.14M 1.31%
34,203
-2,085
19
$3.09M 1.28%
18,808
-189
20
$3.07M 1.28%
104,102
+1,872
21
$2.98M 1.24%
24,817
+684
22
$2.97M 1.24%
36,960
-150
23
$2.91M 1.21%
55,320
+1,460
24
$2.81M 1.17%
59,500
-1,172
25
$2.78M 1.16%
19,042
-2
1
2 3 4 5