RWA
River Wealth Advisors Portfolio holdings
AUM
$892M
1-Year Est. Return
19.03%
This Fund
S&P 500
1 Year Est. Return
+19.03%
AUM
$892M
AUM Growth
+$36.4M
(+4.3%)
Holding
217
Top Buys
| 1 | +$1.9M | |
| 2 | +$1.79M | |
| 3 | +$1.57M | |
| 4 |
Invesco S&P SmallCap Momentum ETF
XSMO
|
+$1.43M |
| 5 |
PepsiCo
PEP
|
+$1.39M |
Top Sells
| 1 | +$1.88M | |
| 2 | +$1.63M | |
| 3 | +$1.08M | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$1.07M |
| 5 |
Truist Financial
TFC
|
+$1.05M |
Sector Composition
| 1 | Technology | 21.37% |
| 2 | Financials | 11.71% |
| 3 | Communication Services | 7.85% |
| 4 | Healthcare | 7.43% |
| 5 | Industrials | 6.89% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
C.H. Robinson
CHRW
$20.1B
| $218K | 0.02% |
+1,354
|
|
||
202
Brown & Brown
BRO
$23.2B
| $215K | 0.02% |
2,694
-1,125
|
|
||
203
Vanguard Real Estate ETF
VNQ
$35.7B
| $210K | 0.02% |
+2,378
|
|
||
204
iShares Russell 2000 Growth ETF
IWO
$12.3B
| $209K | 0.02% |
646
|
|
||
|
BSCZ
205
Invesco BulletShares 2035 Corporate Bond ETF
BSCZ
$190M
| $203K | 0.02% |
+9,778
|
|
||
206
iShares Russell Mid-Cap Growth ETF
IWP
$18.9B
| $201K | 0.02% |
+1,466
|
|
||
207
Blackstone
BX
$82.9B
| $200K | 0.02% |
+1,298
|
|
||
208
Nuveen Preferred & Income Opportunities Fund
JPC
$2.84B
| $119K | 0.01% |
14,688
|
|
||
209
Watsco Inc
WSO
$15B
| – | – |
-500
|
|
||
210
Zimmer Biomet
ZBH
$18.2B
| – | – |
-2,135
|
|
||
211
Broadridge
BR
$20.8B
| – | – |
-936
|
|
||
|
BSCP
212
DELISTED
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
| – | – |
-52,186
|
|
||
213
Labcorp
LH
$21.7B
| – | – |
-710
|
|
||
214
Mondelez International
MDLZ
$70.4B
| – | – |
-26,109
|
|
||
215
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.2B
| – | – |
-3,876
|
|
||
216
Synopsys
SNPS
$79B
| – | – |
-639
|
|
||
|
217
Truist Financial
TFC
$54.8B
| – | – |
-23,024
|
|