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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
VYM icon
151
Vanguard High Dividend Yield ETF
VYM
$79.4B
$502K 0.06%
3,386
+7
CARR icon
152
Carrier Global
CARR
$58.1B
$480K 0.06%
8,518
-439
TM icon
153
Toyota
TM
$228B
$478K 0.05%
2,317
-60
MS icon
154
Morgan Stanley
MS
$338B
$468K 0.05%
2,845
+8
PPL icon
155
PPL Corp
PPL
$27B
$467K 0.05%
12,237
-1,033
ROM icon
156
ProShares Ultra Technology
ROM
$1.27B
$459K 0.05%
5,851
VO icon
157
Vanguard Mid-Cap ETF
VO
$104B
$456K 0.05%
6,352
-32
FITB
158
Fifth Third Bancorp
FITB
$49.6B
$452K 0.05%
9,735
-456
MTB icon
159
M&T Bank
MTB
$34B
$441K 0.05%
2,133
-95
KMB icon
160
Kimberly-Clark
KMB
$34B
$426K 0.05%
4,418
-154
MPC icon
161
Marathon Petroleum
MPC
$76.9B
$420K 0.05%
1,720
-45
SDY icon
162
State Street SPDR S&P Dividend ETF
SDY
$21.5B
$419K 0.05%
2,874
UNP icon
163
Union Pacific
UNP
$162B
$402K 0.05%
1,658
-4
VHT icon
164
Vanguard Health Care ETF
VHT
$17B
$380K 0.04%
1,394
+181
TFC icon
165
Truist Financial
TFC
$64.4B
$370K 0.04%
+8,057
SCHW
166
DELISTED
Charles Schwab
SCHW
$363K 0.04%
3,862
-492
VGT icon
167
Vanguard Information Technology ETF
VGT
$142B
$362K 0.04%
4,152
LMT icon
168
Lockheed Martin
LMT
$125B
$361K 0.04%
598
-4
MCD icon
169
McDonald's
MCD
$202B
$351K 0.04%
1,128
-45
BMY icon
170
Bristol-Myers Squibb
BMY
$117B
$349K 0.04%
5,758
+13
MAS icon
171
Masco
MAS
$14.9B
$337K 0.04%
5,581
-673
DFAC icon
172
Dimensional US Core Equity 2 ETF
DFAC
$46.7B
$333K 0.04%
8,563
+3
XLF icon
173
State Street Financial Select Sector SPDR ETF
XLF
$50B
$324K 0.04%
6,563
-200
DGX icon
174
Quest Diagnostics
DGX
$22.5B
$321K 0.04%
1,639
-84
CMI icon
175
Cummins
CMI
$91B
$315K 0.04%
585
-81
5 6
7
8 9