RWA
River Wealth Advisors Portfolio holdings
AUM
$855M
1-Year Est. Return
16.09%
1 Year Est. Return
+16.09%
AUM
$855M
AUM Growth
+$50.8M
(+6.3%)
Holding
209
Top Buys
| 1 | +$4.18M | |
| 2 | +$1.33M | |
| 3 | +$1.24M | |
| 4 |
iShares US Small Cap Equity Factor ETF
SMLF
|
+$1.09M |
| 5 |
Invesco S&P SmallCap Momentum ETF
XSMO
|
+$966K |
Top Sells
| 1 | +$5.86M | |
| 2 | +$3.37M | |
| 3 | +$3.27M | |
| 4 |
Elevance Health
ELV
|
+$2.29M |
| 5 |
Arrow Electronics
ARW
|
+$1.08M |
Sector Composition
| 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 | |
|---|---|---|---|---|---|---|
201
Emerson Electric
EMR
$76.8B
| $203K | 0.02% |
1,550
+6
|
|
||
202
Watsco Inc
WSO
$14.4B
| $202K | 0.02% |
500
|
|
||
203
Nuveen Preferred & Income Opportunities Fund
JPC
$2.91B
| $120K | 0.01% |
+14,688
|
|
||
204
Fidelity MSCI Industrials Index ETF
FIDU
$1.53B
| – | – |
-2,715
|
|
||
205
lululemon athletica
LULU
$24.3B
| – | – |
-24,649
|
|
||
206
Cardinal Health
CAH
$47.1B
| – | – |
-1,510
|
|
||
207
McCormick & Company Non-Voting
MKC
$17.9B
| – | – |
-2,980
|
|
||
208
Constellation Brands
STZ
$25.7B
| – | – |
-20,707
|
|
||
209
Vanguard Small-Cap Value ETF
VBR
$32.6B
| – | – |
-1,026
|
|