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
1
$10.5M 4.08%
132,371
+5,185
2
$7.37M 2.87%
159,188
-1,424
3
$5.77M 2.24%
86,174
+6,204
4
$5.34M 2.08%
65,884
-1,560
5
$5.18M 2.02%
97,724
+5,521
6
$5.02M 1.95%
29,734
+434
7
$4.53M 1.76%
43,427
+806
8
$3.99M 1.55%
31,571
+116
9
$3.97M 1.54%
78,637
-676
10
$3.94M 1.53%
29,763
+1,453
11
$3.72M 1.45%
15,634
+793
12
$3.52M 1.37%
90,465
-1,255
13
$3.52M 1.37%
39,075
+284
14
$3.46M 1.35%
33,055
-122
15
$3.43M 1.33%
25,396
+138
16
$3.37M 1.31%
115,269
+1,361
17
$3.25M 1.27%
38,300
+2,820
18
$3.24M 1.26%
57,320
+540
19
$3.2M 1.25%
16,294
+1,190
20
$3.15M 1.23%
31,944
+651
21
$3M 1.17%
106,585
+249
22
$2.99M 1.16%
19,205
+267
23
$2.98M 1.16%
103,628
-1,513
24
$2.94M 1.14%
34,478
-286
25
$2.91M 1.13%
38,635
+1,175
1
2 3 4 5