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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
BA icon
126
Boeing
BA
$173B
$751K 0.09%
3,775
-36
FDX icon
127
FedEx
FDX
$80.7B
$730K 0.08%
2,050
-56
ADP icon
128
Automatic Data Processing
ADP
$90.4B
$730K 0.08%
3,591
+179
TOL icon
129
Toll Brothers
TOL
$13.7B
$729K 0.08%
5,339
CL icon
130
Colgate-Palmolive
CL
$71.6B
$723K 0.08%
8,488
-627
EWJ icon
131
iShares MSCI Japan ETF
EWJ
$21.7B
$722K 0.08%
8,551
TRV icon
132
Travelers Companies
TRV
$64.7B
$719K 0.08%
2,464
+61
VWO icon
133
Vanguard FTSE Emerging Markets ETF
VWO
$121B
$704K 0.08%
13,019
NEE icon
134
NextEra Energy
NEE
$179B
$654K 0.08%
7,036
+136
UL icon
135
Unilever
UL
$128B
$652K 0.07%
11,447
-989
AMAT icon
136
Applied Materials
AMAT
$450B
$652K 0.07%
1,908
+24
MDY icon
137
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.1B
$639K 0.07%
1,036
-135
NFLX icon
138
Netflix
NFLX
$338B
$631K 0.07%
6,563
-147
ARW icon
139
Arrow Electronics
ARW
$11.6B
$627K 0.07%
4,375
SO icon
140
Southern Company
SO
$106B
$616K 0.07%
6,377
-64
CI icon
141
Cigna
CI
$78.8B
$613K 0.07%
2,299
-94
KO icon
142
Coca-Cola
KO
$355B
$603K 0.07%
7,929
-76
IJR icon
143
iShares Core S&P Small-Cap ETF
IJR
$107B
$586K 0.07%
4,711
-770
FTEC icon
144
Fidelity MSCI Information Technology Index ETF
FTEC
$20.4B
$565K 0.06%
2,715
+25
IEFA icon
145
iShares Core MSCI EAFE ETF
IEFA
$186B
$558K 0.06%
6,160
+72
ABT icon
146
Abbott
ABT
$154B
$547K 0.06%
5,328
-59
IWF icon
147
iShares Russell 1000 Growth ETF
IWF
$126B
$541K 0.06%
5,076
+660
MOG.A icon
148
Moog Inc Class A
MOG.A
$12.5B
$527K 0.06%
1,800
DIS icon
149
Walt Disney
DIS
$174B
$511K 0.06%
5,307
-373
MGC icon
150
Vanguard Mega Cap 300 Index ETF
MGC
$9.98B
$511K 0.06%
2,163
4 5
6
7 8