RWA
River Wealth Advisors Portfolio holdings
AUM
$804M
This Quarter Return
+6.7%
1 Year Return
+14.72%
3 Year Return
+69.77%
5 Year Return
+114.96%
10 Year Return
+234.85%
AUM
$533M
AUM Growth
+$533M
(+15%)
Cap. Flow
+$41.8M
Cap. Flow
% of AUM
7.84%
Top 10 Holdings %
Top 10 Hldgs %
30.94%
Holding
212
New
9
Increased
126
Reduced
64
Closed
3
Top Buys
| 1 |
Vanguard Small-Cap Growth ETF
VBK
|
$9.03M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$7.02M |
| 3 |
Vanguard Total Bond Market
BND
|
$2.43M |
| 4 |
iShares MSCI Emerging Markets ETF
EEM
|
$2.38M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$2.15M |
Top Sells
| 1 |
Boeing
BA
|
$511K |
| 2 |
IBM
IBM
|
$256K |
| 3 |
CCXI
ChemoCentryx, Inc.
CCXI
|
$235K |
| 4 |
Truist Financial
TFC
|
$230K |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$205K |
Sector Composition
| 1 | Technology | 12.36% |
| 2 | Financials | 12.06% |
| 3 | Healthcare | 8.66% |
| 4 | Industrials | 6.61% |
| 5 | Consumer Discretionary | 6.16% |
