RWA

River Wealth Advisors Portfolio holdings

AUM $855M
1-Year Est. Return 16.09%
This Quarter Est. Return
1 Year Est. Return
+16.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$855M
AUM Growth
+$50.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$4.18M
2
+$1.33M
3
+$1.24M
4
SMLF icon
iShares US Small Cap Equity Factor ETF
SMLF
+$1.09M
5
XSMO icon
Invesco S&P SmallCap Momentum ETF
XSMO
+$966K

Top Sells

1
+$5.86M
2
+$3.37M
3
+$3.27M
4
ELV icon
Elevance Health
ELV
+$2.29M
5
ARW icon
Arrow Electronics
ARW
+$1.08M

Sector Composition

1 Technology 22.02%
2 Financials 11.72%
3 Communication Services 7.35%
4 Industrials 7.1%
5 Healthcare 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HSY icon
126
Hershey
HSY
$38.1B
$789K 0.09%
4,216
ITW icon
127
Illinois Tool Works
ITW
$75B
$783K 0.09%
3,002
-129
TOL icon
128
Toll Brothers
TOL
$13.3B
$752K 0.09%
5,445
-380
GD icon
129
General Dynamics
GD
$92B
$746K 0.09%
2,189
VEA icon
130
Vanguard FTSE Developed Markets ETF
VEA
$190B
$718K 0.08%
11,982
-388
CI icon
131
Cigna
CI
$74B
$709K 0.08%
2,461
-131
ABT icon
132
Abbott
ABT
$223B
$706K 0.08%
5,274
-189
TSLA icon
133
Tesla
TSLA
$1.58T
$700K 0.08%
1,574
+209
MDY icon
134
SPDR S&P MidCap 400 ETF Trust
MDY
$24.2B
$699K 0.08%
1,173
UNP icon
135
Union Pacific
UNP
$143B
$696K 0.08%
2,947
+2
EWJ icon
136
iShares MSCI Japan ETF
EWJ
$16.1B
$686K 0.08%
8,551
IJR icon
137
iShares Core S&P Small-Cap ETF
IJR
$90.4B
$661K 0.08%
5,562
-111
DIS icon
138
Walt Disney
DIS
$197B
$641K 0.08%
5,600
-11
VWO icon
139
Vanguard FTSE Emerging Markets ETF
VWO
$104B
$639K 0.07%
11,795
-124
SCHK icon
140
Schwab 1000 Index ETF
SCHK
$4.81B
$627K 0.07%
+19,515
FTEC icon
141
Fidelity MSCI Information Technology Index ETF
FTEC
$16.5B
$616K 0.07%
2,770
-564
MCD icon
142
McDonald's
MCD
$227B
$614K 0.07%
2,019
-12
SO icon
143
Southern Company
SO
$94.7B
$612K 0.07%
6,456
+2
ARW icon
144
Arrow Electronics
ARW
$5.84B
$612K 0.07%
5,055
-8,888
UNH icon
145
UnitedHealth
UNH
$309B
$605K 0.07%
1,752
-9,475
TRV icon
146
Travelers Companies
TRV
$64.8B
$604K 0.07%
2,164
+4
KMB icon
147
Kimberly-Clark
KMB
$34.1B
$599K 0.07%
4,819
+1
AVY icon
148
Avery Dennison
AVY
$14.2B
$565K 0.07%
3,481
-80
BSCY
149
Invesco BulletShares 2034 Corporate Bond ETF
BSCY
$356M
$547K 0.06%
26,012
+4,843
MGC icon
150
Vanguard Mega Cap 300 Index ETF
MGC
$9.08B
$540K 0.06%
2,213
4 5
6
7 8