RWA
River Wealth Advisors Portfolio holdings
AUM
$804M
This Quarter Return
-0.56%
1 Year Return
+14.72%
3 Year Return
+69.77%
5 Year Return
+114.96%
10 Year Return
+234.85%
AUM
$584M
AUM Growth
+$584M
(+2.1%)
Cap. Flow
+$18.5M
Cap. Flow
% of AUM
3.17%
Top 10 Holdings %
Top 10 Hldgs %
31.57%
Holding
220
New
7
Increased
123
Reduced
70
Closed
4
Top Buys
| 1 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$1.94M |
| 2 |
NVIDIA
NVDA
|
$1.34M |
| 3 |
iShares MSCI Emerging Markets ETF
EEM
|
$1.27M |
| 4 |
iShares Russell 2000 ETF
IWM
|
$1.15M |
| 5 |
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
|
$1.08M |
Top Sells
| 1 |
AT&T
T
|
$252K |
| 2 |
WBA
Walgreens Boots Alliance
WBA
|
$234K |
| 3 |
RPM International
RPM
|
$213K |
| 4 |
Genuine Parts
GPC
|
$208K |
| 5 |
HP
HPQ
|
$202K |
Sector Composition
| 1 | Technology | 13.14% |
| 2 | Financials | 12.19% |
| 3 | Healthcare | 8.68% |
| 4 | Consumer Discretionary | 6.19% |
| 5 | Industrials | 6.18% |
