RWA

River Wealth Advisors Portfolio holdings

AUM $855M
1-Year Est. Return 16.09%
This Quarter Est. Return
1 Year Est. Return
+16.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$804M
AUM Growth
+$85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$22.3M
2
+$22M
3
+$6.25M
4
LULU icon
lululemon athletica
LULU
+$5.86M
5
AAPL icon
Apple
AAPL
+$2.1M

Top Sells

1
+$33M
2
+$6.99M
3
+$3.52M
4
CRM icon
Salesforce
CRM
+$3.39M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.17M

Sector Composition

1 Technology 21.24%
2 Financials 11.95%
3 Industrials 7.48%
4 Healthcare 7.14%
5 Consumer Discretionary 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GOOG icon
51
Alphabet (Google) Class C
GOOG
$3.34T
$3.78M 0.47%
21,297
-302
XOM icon
52
Exxon Mobil
XOM
$503B
$3.76M 0.47%
34,910
+774
IJJ icon
53
iShares S&P Mid-Cap 400 Value ETF
IJJ
$7.85B
$3.64M 0.45%
29,457
-376
QQQ icon
54
Invesco QQQ Trust
QQQ
$387B
$3.59M 0.45%
6,507
+399
UNH icon
55
UnitedHealth
UNH
$292B
$3.5M 0.44%
11,227
-1,305
FCX icon
56
Freeport-McMoran
FCX
$57.7B
$3.44M 0.43%
79,420
+8,343
TEL icon
57
TE Connectivity
TEL
$69.8B
$3.37M 0.42%
19,986
-227
STZ icon
58
Constellation Brands
STZ
$22.5B
$3.37M 0.42%
20,707
+1,871
VXF icon
59
Vanguard Extended Market ETF
VXF
$23.8B
$3.34M 0.42%
17,329
+49
PHM icon
60
Pultegroup
PHM
$23.1B
$3.23M 0.4%
30,618
-580
RTX icon
61
RTX Corp
RTX
$235B
$3.06M 0.38%
20,971
+225
LOW icon
62
Lowe's Companies
LOW
$128B
$2.95M 0.37%
13,285
-1,809
PH icon
63
Parker-Hannifin
PH
$105B
$2.94M 0.36%
4,203
-11
META icon
64
Meta Platforms (Facebook)
META
$1.54T
$2.89M 0.36%
3,911
-29
ABBV icon
65
AbbVie
ABBV
$411B
$2.83M 0.35%
15,263
-4
LIN icon
66
Linde
LIN
$198B
$2.79M 0.35%
5,951
-112
MMC icon
67
Marsh & McLennan
MMC
$89.6B
$2.75M 0.34%
12,591
-304
HD icon
68
Home Depot
HD
$361B
$2.73M 0.34%
7,454
-154
SCHM icon
69
Schwab US Mid-Cap ETF
SCHM
$13.3B
$2.52M 0.31%
89,944
-451
CAT icon
70
Caterpillar
CAT
$260B
$2.42M 0.3%
6,232
+145
GS icon
71
Goldman Sachs
GS
$237B
$2.34M 0.29%
3,310
-5
BSCQ icon
72
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$4.23B
$2.33M 0.29%
119,488
+12,634
CCJ icon
73
Cameco
CCJ
$36.9B
$2.3M 0.29%
30,939
+12,449
DLR icon
74
Digital Realty Trust
DLR
$54.3B
$2.29M 0.28%
13,148
+5,002
FITB icon
75
Fifth Third Bancorp
FITB
$28.1B
$2.23M 0.28%
54,143
-1,912
1 2
3
4 5