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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
+7.66%
1 Year Est. Return
+20.5%
3 Year Est. Return
+67.69%
5 Year Est. Return
+75.73%
10 Year Est. Return
+267.83%
AUM
$855M
AUM Growth
+$50.8M
Cap. Flow
+$219K
Cap. Flow %
0.03%
Top 10 Hldgs %
37.97%
Holding
209
New
7
Increased
72
Reduced
104
Closed
6

Top Buys

Rank Stock Value
1
WMT icon
Walmart Inc
WMT
+$4.03M
2
MRK icon
Merck
MRK
+$1.31M
3
NOW icon
ServiceNow
NOW
+$1.26M
4
SMLF icon
iShares US Small Cap Equity Factor ETF
SMLF
+$1.05M
5
XSMO icon
Invesco S&P SmallCap Momentum ETF
XSMO
+$928K

Top Sells

Rank Stock Value
1
LULU icon
lululemon athletica
LULU
+$5.86M
2
STZ icon
Constellation Brands
STZ
+$3.37M
3
UNH icon
UnitedHealth
UNH
+$2.87M
4
ELV icon
Elevance Health
ELV
+$2.21M
5
ARW icon
Arrow Electronics
ARW
+$1.12M

Sector Composition

Rank Sector Weight
1 Technology 22.02%
2 Financials 11.72%
3 Communication Services 7.35%
4 Industrials 7.1%
5 Healthcare 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PPG icon
176
PPG Industries
PPG
$26.5B
$324K 0.04%
3,086
-407
-12% -$45.2K
XLY icon
177
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$21.9B
$319K 0.04%
2,662
-120
-4% -$13.7K
SNPS icon
178
Synopsys
SNPS
$73.3B
$315K 0.04%
639
+62
+11% +$35K
VHT icon
179
Vanguard Health Care ETF
VHT
$18.6B
$315K 0.04%
1,213
-178
-13% -$44.7K
FNCL icon
180
Fidelity MSCI Financials Index ETF
FNCL
$2.4B
$315K 0.04%
4,120
-426
-9% -$32.1K
SCZ icon
181
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.2B
$297K 0.03%
3,876
-198
-5% -$14.8K
SCHA icon
182
Schwab U.S Small- Cap ETF
SCHA
$22.2B
$293K 0.03%
+10,486
New +$280K
CMI icon
183
Cummins
CMI
$89B
$281K 0.03%
666
– –
BMY icon
184
Bristol-Myers Squibb
BMY
$130B
$279K 0.03%
6,195
-431
-7% -$20.1K
SCHD icon
185
Schwab US Dividend Equity ETF
SCHD
$104B
$276K 0.03%
10,115
– –
ONEQ icon
186
Fidelity Nasdaq Composite Index ETF
ONEQ
$10.2B
$269K 0.03%
3,020
+20
+0.7% +$1.69K
IWS icon
187
iShares Russell Mid-Cap Value ETF
IWS
$15.8B
$260K 0.03%
1,859
-10
-0.5% -$1.37K
AON icon
188
Aon
AON
$81.5B
$256K 0.03%
718
– –
AMP icon
189
Ameriprise Financial
AMP
$48.2B
$254K 0.03%
517
+1
+0.2% +$513
FHLC icon
190
Fidelity MSCI Health Care Index ETF
FHLC
$3.37B
$247K 0.03%
3,688
-929
-20% -$60K
PPL
191
PPL Corp
PPL
$27.3B
$244K 0.03%
6,559
-673
-9% -$24.2K
IYW icon
192
iShares US Technology ETF
IYW
$23.1B
$238K 0.03%
1,217
– –
LMT icon
193
Lockheed Martin
LMT
$134B
$230K 0.03%
461
– –
BR icon
194
Broadridge
BR
$18.3B
$223K 0.03%
936
+1
+0.1% +$249
VOX icon
195
Vanguard Communication Services ETF
VOX
$5.69B
$216K 0.03%
+1,150
New +$205K
NUE icon
196
Nucor
NUE
$60.5B
$213K 0.02%
1,574
-123
-7% -$17.4K
ZBH icon
197
Zimmer Biomet
ZBH
$18.5B
$210K 0.02%
2,135
-191
-8% -$18.9K
LHX icon
198
L3Harris
LHX
$56.9B
$210K 0.02%
+686
New +$188K
IWO icon
199
iShares Russell 2000 Growth ETF
IWO
$14.4B
$207K 0.02%
+646
New +$195K
LH icon
200
Labcorp
LH
$25.8B
$204K 0.02%
+710
New +$190K
5 6 7
8
9

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CWM
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HDIM
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River Wealth Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, River Wealth Advisors held 209 positions worth $855M, up 6.3% from $804M the previous quarter. Its ten largest holdings account for 38% of the portfolio.

River Wealth Advisors's Q3 2025 filing shows 7 new, 72 increased, 104 reduced and 6 closed positions. Its largest new stake was Schwab 1000 Index ETF: 19,515 shares worth $627K. The largest sale was lululemon athletica, an estimated $5.86M.

By sector, the portfolio is most concentrated in Technology at 22% of assets, up from 21% a quarter earlier, followed by Financials and Communication Services.

  • River Wealth Advisors's largest Q3 2025 buy was Schwab 1000 Index ETF: 19,515 shares worth $627K.
  • River Wealth Advisors added most to Walmart Inc in Q3 2025, an estimated $4.03M increase.
  • River Wealth Advisors's biggest Q3 2025 reduction was UnitedHealth, cutting an estimated $2.87M.
  • River Wealth Advisors fully exited lululemon athletica in Q3 2025, selling an estimated $5.86M.
  • River Wealth Advisors's ten largest holdings make up 38% of its $855M portfolio in Q3 2025.
  • River Wealth Advisors opened 7 new positions and closed 6 in Q3 2025.
  • River Wealth Advisors's portfolio value rose 6.3% quarter-over-quarter to $855M.

Based on River Wealth Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.