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RWA
River Wealth Advisors Portfolio holdings
AUM
$871M
1-Year Est. Return
20.5%
This Fund
S&P 500
1 Year Est. Return
+20.5%
AUM
$871M
AUM Growth
-$21M
(-2.4%)
Holding
214
Top Buys
| 1 | +$6.12M | |
| 2 | +$5.08M | |
| 3 | +$4.61M | |
| 4 |
Accenture
ACN
|
+$2.05M |
| 5 |
iShares Russell Mid-Cap ETF
IWR
|
+$1.99M |
Top Sells
| 1 | +$3.31M | |
| 2 | +$3.27M | |
| 3 | +$3.02M | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$1.54M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
201
C.H. Robinson
CHRW
$22.8B
| $207K | 0.02% |
1,244
-110
|
|
||
202
Palantir
PLTR
$307B
| $204K | 0.02% |
1,397
+66
|
|
||
203
Entergy
ETR
$50.9B
| $203K | 0.02% |
+1,806
|
|
||
204
Ametek
AME
$52.1B
| $201K | 0.02% |
+937
|
|
||
205
Nuveen Preferred & Income Opportunities Fund
JPC
$2.89B
| $111K | 0.01% |
14,688
|
|
||
206
Arthur J. Gallagher & Co
AJG
$56.2B
| – | – |
-843
|
|
||
207
Brown & Brown
BRO
$20.3B
| – | – |
-2,694
|
|
||
208
Blackstone
BX
$150B
| – | – |
-1,298
|
|
||
209
iShares Russell 2000 Growth ETF
IWO
$14.7B
| – | – |
-646
|
|
||
210
iShares Russell Mid-Cap Growth ETF
IWP
$20.3B
| – | – |
-1,466
|
|
||
211
Schwab U.S Small- Cap ETF
SCHA
$23.4B
| – | – |
-8,060
|
|
||
212
Schwab 1000 Index ETF
SCHK
$5.6B
| – | – |
-19,515
|
|
||
213
AT&T
T
$164B
| – | – |
-12,209
|
|
||
214
Vanguard Real Estate ETF
VNQ
$38.1B
| – | – |
-2,378
|
|