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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
SPY icon
76
State Street SPDR S&P 500 ETF Trust
SPY
$774B
$2.22M 0.26%
3,414
-244
PSX icon
77
Phillips 66
PSX
$71.9B
$2.17M 0.25%
11,910
-1,603
BSCW icon
78
Invesco BulletShares 2032 Corporate Bond ETF
BSCW
$1.44B
$1.95M 0.22%
94,644
+26,219
VOO icon
79
Vanguard S&P 500 ETF
VOO
$976B
$1.87M 0.21%
3,130
-258
EEM icon
80
iShares MSCI Emerging Markets ETF
EEM
$30.1B
$1.81M 0.21%
31,874
-1,519
BSCX icon
81
Invesco BulletShares 2033 Corporate Bond ETF
BSCX
$1.03B
$1.78M 0.2%
83,964
+25,848
COP icon
82
ConocoPhillips
COP
$143B
$1.68M 0.19%
12,700
-3,200
TMO icon
83
Thermo Fisher Scientific
TMO
$174B
$1.66M 0.19%
3,385
-258
MRSH
84
Marsh
MRSH
$81.3B
$1.64M 0.19%
9,446
-517
BRK.B icon
85
Berkshire Hathaway Class B
BRK.B
$1.06T
$1.6M 0.18%
3,347
-324
VUG icon
86
Vanguard Growth ETF
VUG
$221B
$1.6M 0.18%
21,918
-306
PG icon
87
Procter & Gamble
PG
$348B
$1.56M 0.18%
10,812
-644
BSCY
88
Invesco BulletShares 2034 Corporate Bond ETF
BSCY
$550M
$1.52M 0.17%
73,362
+37,934
IJK icon
89
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.1B
$1.52M 0.17%
15,078
-374
BSCT icon
90
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.82B
$1.48M 0.17%
79,090
+4,504
BSCS icon
91
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3.49B
$1.46M 0.17%
71,376
+2,146
DHR icon
92
Danaher
DHR
$127B
$1.42M 0.16%
7,511
-259
BSCU icon
93
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
$2.56B
$1.37M 0.16%
82,160
+7,360
BSCV icon
94
Invesco BulletShares 2031 Corporate Bond ETF
BSCV
$1.72B
$1.36M 0.16%
82,865
+4,014
AVGO icon
95
Broadcom
AVGO
$1.82T
$1.36M 0.16%
4,403
+81
XLE icon
96
State Street Energy Select Sector SPDR ETF
XLE
$39.3B
$1.34M 0.15%
21,834
-980
BSCR icon
97
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.61B
$1.33M 0.15%
67,950
-27,052
XLK icon
98
State Street Technology Select Sector SPDR ETF
XLK
$121B
$1.28M 0.15%
9,609
-962
KRNY icon
99
Kearny Financial
KRNY
$553M
$1.26M 0.14%
166,946
HON icon
100
Honeywell
HON
$140B
$1.24M 0.14%
5,481
-152
2 3
4
5 6