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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
MCK icon
101
McKesson
MCK
$94.2B
$1.21M 0.14%
1,398
+15
EFA icon
102
iShares MSCI EAFE ETF
EFA
$77.5B
$1.2M 0.14%
12,401
-312
BSCQ icon
103
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.8B
$1.18M 0.14%
60,552
-51,004
SPGI icon
104
S&P Global
SPGI
$124B
$1.1M 0.13%
2,594
-25
VTI icon
105
Vanguard Total Stock Market ETF
VTI
$650B
$1.09M 0.13%
3,406
+403
ELV icon
106
Elevance Health
ELV
$87.7B
$1.04M 0.12%
3,551
-544
DVY icon
107
iShares Select Dividend ETF
DVY
$23.1B
$1.03M 0.12%
6,835
-667
RY icon
108
Royal Bank of Canada
RY
$277B
$1.03M 0.12%
6,364
-105
DHI icon
109
D.R. Horton
DHI
$43.7B
$1M 0.12%
7,297
-461
VB icon
110
Vanguard Small-Cap ETF
VB
$79.5B
$949K 0.11%
3,623
-353
ALLE icon
111
Allegion
ALLE
$11.5B
$945K 0.11%
6,502
-319
NSC icon
112
Norfolk Southern
NSC
$70.5B
$920K 0.11%
3,207
+7
CSCO icon
113
Cisco
CSCO
$477B
$915K 0.11%
11,789
+230
VTV icon
114
Vanguard Value ETF
VTV
$183B
$907K 0.1%
4,621
-322
TSLA icon
115
Tesla
TSLA
$1.53T
$894K 0.1%
2,404
-172
BSCZ
116
Invesco BulletShares 2035 Corporate Bond ETF
BSCZ
$261M
$860K 0.1%
41,888
+32,110
DGRO icon
117
iShares Core Dividend Growth ETF
DGRO
$41B
$856K 0.1%
12,195
HSY icon
118
Hershey
HSY
$36.8B
$854K 0.1%
4,106
+3
QCOM icon
119
Qualcomm
QCOM
$223B
$794K 0.09%
6,168
-1,022
VEA icon
120
Vanguard FTSE Developed Markets ETF
VEA
$230B
$785K 0.09%
12,252
+109
GD icon
121
General Dynamics
GD
$97.4B
$767K 0.09%
2,235
-7
IR icon
122
Ingersoll Rand
IR
$29B
$764K 0.09%
9,539
-298
PLD icon
123
Prologis
PLD
$139B
$762K 0.09%
5,765
-1,203
WFC icon
124
Wells Fargo
WFC
$256B
$756K 0.09%
9,494
+259
ITW icon
125
Illinois Tool Works
ITW
$74.1B
$755K 0.09%
2,901
+7
3 4
5
6 7