River Wealth Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
SCHW
Charles Schwab
SCHW
|
+$1.16M |
| 2 |
iShares MSCI EAFE ETF
EFA
|
+$435K |
| 3 |
Constellation Brands
STZ
|
+$418K |
| 4 |
Vanguard Total Bond Market
BND
|
+$410K |
| 5 |
Align Technology
ALGN
|
+$407K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$791K |
| 2 |
Wells Fargo
WFC
|
+$727K |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
+$351K |
| 4 |
AT&T
T
|
+$310K |
| 5 |
Viatris
VTRS
|
+$181K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 17.4% |
| 2 | Healthcare | 12.2% |
| 3 | Technology | 10.09% |
| 4 | Industrials | 8.3% |
| 5 | Energy | 5.73% |
Similar funds
River Wealth Advisors's Q2 2018 Portfolio in Review
As of Q2 2018, River Wealth Advisors held 591 positions worth $257M, up 8.4% from $237M the previous quarter. Its ten largest holdings account for 22% of the portfolio.
River Wealth Advisors deployed $16.9M of net new capital in Q2 2018, opening 421 new positions and adding to 63 existing holdings. Its largest new stake was Charles Schwab: 20,885 shares worth $1.07M.
By sector, the portfolio is most concentrated in Financials at 17% of assets, down from 18% a quarter earlier, followed by Healthcare and Technology.
On the sell side, the largest reduction was State Street SPDR S&P 500 ETF Trust, an estimated $791K trimmed.
- River Wealth Advisors's largest Q2 2018 buy was Charles Schwab: 20,885 shares worth $1.07M.
- River Wealth Advisors added most to iShares MSCI EAFE ETF in Q2 2018, an estimated $435K increase.
- River Wealth Advisors's biggest Q2 2018 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $791K.
- River Wealth Advisors's ten largest holdings make up 22% of its $257M portfolio in Q2 2018.
- River Wealth Advisors opened 421 new positions and closed 0 in Q2 2018.
- River Wealth Advisors's portfolio value rose 8.4% quarter-over-quarter to $257M.
Based on River Wealth Advisors's 13F filing for Q2 2018, filed 13 Aug 2018.