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
$720M
AUM Growth
-$34.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$2.83M
2
+$2.49M
3
+$1.18M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.02M
5
ACN icon
Accenture
ACN
+$959K

Top Sells

1
+$3.58M
2
+$3.5M
3
+$1.84M
4
LMT icon
Lockheed Martin
LMT
+$1.47M
5
AEP icon
American Electric Power
AEP
+$1.36M

Sector Composition

1 Technology 19.45%
2 Financials 12.12%
3 Healthcare 8.37%
4 Consumer Discretionary 7.12%
5 Industrials 7.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CAT icon
76
Caterpillar
CAT
$247B
$2.01M 0.28%
6,087
-166
MDLZ icon
77
Mondelez International
MDLZ
$79.8B
$1.9M 0.26%
27,966
+200
BSCR icon
78
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.09B
$1.86M 0.26%
94,922
+11,823
IWB icon
79
iShares Russell 1000 ETF
IWB
$46.1B
$1.85M 0.26%
6,019
GS icon
80
Goldman Sachs
GS
$244B
$1.81M 0.25%
3,315
-72
BRK.B icon
81
Berkshire Hathaway Class B
BRK.B
$1.05T
$1.8M 0.25%
3,389
-482
SPY icon
82
SPDR S&P 500 ETF Trust
SPY
$680B
$1.78M 0.25%
3,184
-125
IJR icon
83
iShares Core S&P Small-Cap ETF
IJR
$87.3B
$1.72M 0.24%
16,411
-667
DHR icon
84
Danaher
DHR
$156B
$1.68M 0.23%
8,175
-199
EEM icon
85
iShares MSCI Emerging Markets ETF
EEM
$21.2B
$1.67M 0.23%
38,173
-2,597
VOO icon
86
Vanguard S&P 500 ETF
VOO
$780B
$1.61M 0.22%
3,137
-530
HON icon
87
Honeywell
HON
$137B
$1.5M 0.21%
7,082
-343
ARW icon
88
Arrow Electronics
ARW
$6.15B
$1.49M 0.21%
14,328
-2,634
FDX icon
89
FedEx
FDX
$58.4B
$1.48M 0.21%
6,070
-873
SPGI icon
90
S&P Global
SPGI
$152B
$1.43M 0.2%
2,822
-169
QCOM icon
91
Qualcomm
QCOM
$203B
$1.42M 0.2%
9,276
-1,597
IJK icon
92
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.43B
$1.32M 0.18%
15,805
-351
EFA icon
93
iShares MSCI EAFE ETF
EFA
$69B
$1.24M 0.17%
15,195
-1,672
BSCS icon
94
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$2.8B
$1.22M 0.17%
59,772
+5,797
BSCV icon
95
Invesco BulletShares 2031 Corporate Bond ETF
BSCV
$1.26B
$1.18M 0.16%
72,514
+8,934
DLR icon
96
Digital Realty Trust
DLR
$61.1B
$1.17M 0.16%
8,146
+6,591
BSCU icon
97
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
$1.92B
$1.16M 0.16%
70,064
+7,853
BSCT icon
98
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.31B
$1.16M 0.16%
62,680
+6,542
TFC icon
99
Truist Financial
TFC
$57.1B
$1.15M 0.16%
28,040
-3,516
BSCW icon
100
Invesco BulletShares 2032 Corporate Bond ETF
BSCW
$1.06B
$1.13M 0.16%
55,357
+8,180
2 3
4
5 6