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
$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
DHI icon
101
D.R. Horton
DHI
$47.4B
$1.28M 0.16%
9,956
-54,196
XLK icon
102
Technology Select Sector SPDR Fund
XLK
$98.3B
$1.26M 0.16%
4,982
-200
QCOM icon
103
Qualcomm
QCOM
$203B
$1.24M 0.15%
7,817
-1,459
BSCV icon
104
Invesco BulletShares 2031 Corporate Bond ETF
BSCV
$1.26B
$1.2M 0.15%
72,687
+173
CSCO icon
105
Cisco
CSCO
$282B
$1.18M 0.15%
17,018
-283
BSCU icon
106
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
$1.92B
$1.16M 0.14%
69,249
-815
BSCW icon
107
Invesco BulletShares 2032 Corporate Bond ETF
BSCW
$1.06B
$1.15M 0.14%
55,827
+470
ADP icon
108
Automatic Data Processing
ADP
$114B
$1.09M 0.14%
3,550
-26
BSCP icon
109
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
$2.97B
$1.09M 0.14%
52,867
+8,022
KRNY icon
110
Kearny Financial
KRNY
$423M
$1.08M 0.13%
166,946
FDX icon
111
FedEx
FDX
$58.4B
$1.07M 0.13%
4,728
-1,342
TFC icon
112
Truist Financial
TFC
$57.1B
$1.04M 0.13%
24,228
-3,812
MCK icon
113
McKesson
MCK
$101B
$1.01M 0.13%
1,381
-10
CL icon
114
Colgate-Palmolive
CL
$62.9B
$1.01M 0.13%
11,127
-290
ALLE icon
115
Allegion
ALLE
$14.7B
$992K 0.12%
6,883
-164
UL icon
116
Unilever
UL
$154B
$987K 0.12%
16,133
-437
XLE icon
117
Energy Select Sector SPDR Fund
XLE
$26.5B
$972K 0.12%
11,464
-50
BSCX icon
118
Invesco BulletShares 2033 Corporate Bond ETF
BSCX
$695M
$966K 0.12%
45,543
+1,804
VB icon
119
Vanguard Small-Cap ETF
VB
$68.8B
$951K 0.12%
4,013
+35
VTI icon
120
Vanguard Total Stock Market ETF
VTI
$560B
$912K 0.11%
2,999
+124
WFC icon
121
Wells Fargo
WFC
$274B
$911K 0.11%
11,374
-29
NFLX icon
122
Netflix
NFLX
$464B
$901K 0.11%
673
+43
VTV icon
123
Vanguard Value ETF
VTV
$149B
$871K 0.11%
4,928
+1,735
RY icon
124
Royal Bank of Canada
RY
$209B
$867K 0.11%
6,592
CI icon
125
Cigna
CI
$82.5B
$857K 0.11%
2,592
+67
3 4
5
6 7