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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
SCHD icon
176
Schwab US Dividend Equity ETF
SCHD
$96.5B
$307K 0.04%
9,995
-1,271
XLY icon
177
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.6B
$303K 0.03%
2,778
-100
FNCL icon
178
Fidelity MSCI Financials Index ETF
FNCL
$2.25B
$302K 0.03%
4,304
+197
PPG icon
179
PPG Industries
PPG
$26.6B
$300K 0.03%
2,804
-151
TXN icon
180
Texas Instruments
TXN
$274B
$299K 0.03%
1,541
-293
TROW icon
181
T. Rowe Price
TROW
$23.5B
$281K 0.03%
3,121
-400
IWS icon
182
iShares Russell Mid-Cap Value ETF
IWS
$15.6B
$271K 0.03%
1,859
MO icon
183
Altria Group
MO
$120B
$267K 0.03%
4,047
-420
LHX icon
184
L3Harris
LHX
$57.3B
$266K 0.03%
770
+1
UNH icon
185
UnitedHealth
UNH
$371B
$264K 0.03%
974
-75
ONEQ icon
186
Fidelity Nasdaq Composite Index ETF
ONEQ
$10.5B
$256K 0.03%
3,020
FHLC icon
187
Fidelity MSCI Health Care Index ETF
FHLC
$3.07B
$254K 0.03%
3,610
+16
VZ icon
188
Verizon
VZ
$201B
$253K 0.03%
5,050
-349
NUE icon
189
Nucor
NUE
$60.7B
$251K 0.03%
1,484
-95
PAYX icon
190
Paychex
PAYX
$36.1B
$251K 0.03%
2,723
SCHG icon
191
Schwab US Large-Cap Growth ETF
SCHG
$58.2B
$245K 0.03%
+8,415
AVY icon
192
Avery Dennison
AVY
$12.2B
$237K 0.03%
1,370
-33
TQQQ icon
193
ProShares UltraPro QQQ
TQQQ
$36.1B
$235K 0.03%
5,650
AON icon
194
Aon
AON
$71.6B
$226K 0.03%
701
+3
IAU icon
195
iShares Gold Trust
IAU
$65.4B
$225K 0.03%
+2,555
AMP icon
196
Ameriprise Financial
AMP
$41.3B
$224K 0.03%
503
+3
ISRG icon
197
Intuitive Surgical
ISRG
$146B
$221K 0.03%
479
-321
IYW icon
198
iShares US Technology ETF
IYW
$24.3B
$221K 0.03%
1,217
EMR icon
199
Emerson Electric
EMR
$80.1B
$211K 0.02%
1,610
-87
VOX icon
200
Vanguard Communication Services ETF
VOX
$5.68B
$207K 0.02%
1,150
5 6 7
8
9