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RWA

River Wealth Advisors Portfolio holdings

AUM $871M
1-Year Est. Return 20.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$871M
AUM Growth
-$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$6.12M
2
+$5.08M
3
+$4.61M
4
ACN icon
Accenture
ACN
+$2.05M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.99M

Top Sells

1
+$3.31M
2
+$3.27M
3
+$3.02M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.54M
5
TRGP icon
Targa Resources
TRGP
+$1.45M

Sector Composition

1 Technology 19.41%
2 Financials 10.95%
3 Industrials 7.74%
4 Communication Services 7.3%
5 Healthcare 7.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CCJ icon
51
Cameco
CCJ
$44B
$4.63M 0.53%
42,633
-1,066
IJH icon
52
iShares Core S&P Mid-Cap ETF
IJH
$122B
$4.12M 0.47%
61,043
-341
TTEK icon
53
Tetra Tech
TTEK
$7.38B
$4.01M 0.46%
133,260
-12,544
DLR icon
54
Digital Realty Trust
DLR
$64.7B
$3.95M 0.45%
21,932
+482
RTX icon
55
RTX Corp
RTX
$247B
$3.91M 0.45%
20,245
-221
IJJ icon
56
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.71B
$3.8M 0.44%
28,704
-354
QQQ icon
57
Invesco QQQ Trust
QQQ
$479B
$3.67M 0.42%
6,367
-49
TEL icon
58
TE Connectivity
TEL
$61.4B
$3.6M 0.41%
17,230
-150
APD icon
59
Air Products & Chemicals
APD
$62.7B
$3.57M 0.41%
12,306
-716
PH icon
60
Parker-Hannifin
PH
$114B
$3.5M 0.4%
3,904
-96
JNJ icon
61
Johnson & Johnson
JNJ
$580B
$3.34M 0.38%
13,656
-424
COF icon
62
Capital One
COF
$115B
$3.21M 0.37%
17,594
-819
PHM icon
63
Pultegroup
PHM
$23.5B
$3.19M 0.37%
27,103
-720
VXF icon
64
Vanguard Extended Market ETF
VXF
$30.3B
$3.13M 0.36%
15,199
-1,192
PEG icon
65
Public Service Enterprise Group
PEG
$39.7B
$3.03M 0.35%
37,388
+4,476
PNC icon
66
PNC Financial Services
PNC
$95.4B
$2.99M 0.34%
14,352
-348
ABBV icon
67
AbbVie
ABBV
$402B
$2.98M 0.34%
13,717
-1,155
SCHM icon
68
Schwab US Mid-Cap ETF
SCHM
$14.9B
$2.8M 0.32%
90,471
-3,627
LIN icon
69
Linde
LIN
$242B
$2.73M 0.31%
5,512
-211
GS icon
70
Goldman Sachs
GS
$314B
$2.69M 0.31%
3,174
-94
LOW icon
71
Lowe's Companies
LOW
$124B
$2.64M 0.3%
11,155
-177
HD icon
72
Home Depot
HD
$327B
$2.36M 0.27%
7,187
-134
VBK icon
73
Vanguard Small-Cap Growth ETF
VBK
$23.6B
$2.32M 0.27%
7,670
-190
IWB icon
74
iShares Russell 1000 ETF
IWB
$48B
$2.28M 0.26%
6,398
META icon
75
Meta Platforms (Facebook)
META
$1.44T
$2.27M 0.26%
3,975
+79
1 2
3
4 5