RWA
River Wealth Advisors Portfolio holdings
AUM
$804M
This Quarter Return
+20.84%
1 Year Return
+14.72%
3 Year Return
+69.77%
5 Year Return
+114.96%
10 Year Return
+234.85%
AUM
$329M
AUM Growth
+$329M
(+32%)
Cap. Flow
+$30.4M
Cap. Flow
% of AUM
9.23%
Top 10 Holdings %
Top 10 Hldgs %
30.41%
Holding
183
New
25
Increased
98
Reduced
50
Closed
2
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$2.99M |
| 2 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$1.33M |
| 3 |
Vanguard Small-Cap Growth ETF
VBK
|
$1.3M |
| 4 |
iShares Russell 2000 ETF
IWM
|
$1.28M |
| 5 |
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
|
$1.19M |
Top Sells
| 1 |
RTN
Raytheon Company
RTN
|
$658K |
| 2 |
Vanguard Total Bond Market
BND
|
$520K |
| 3 |
Viatris
VTRS
|
$157K |
| 4 |
WBT
Welbilt, Inc.
WBT
|
$73.7K |
| 5 |
IBM
IBM
|
$68.3K |
Sector Composition
| 1 | Technology | 13.37% |
| 2 | Financials | 13.05% |
| 3 | Healthcare | 10.26% |
| 4 | Consumer Discretionary | 6.88% |
| 5 | Industrials | 6.6% |
