RWA
River Wealth Advisors Portfolio holdings
AUM
$804M
1-Year Est. Return
14.72%
1 Year Est. Return
+14.72%
AUM
$804M
AUM Growth
+$85M
(+12%)
Holding
205
Top Buys
| 1 | +$22.3M | |
| 2 | +$22M | |
| 3 | +$6.25M | |
| 4 |
lululemon athletica
LULU
|
+$5.86M |
| 5 |
Apple
AAPL
|
+$2.1M |
Top Sells
| 1 | +$33M | |
| 2 | +$6.99M | |
| 3 | +$3.52M | |
| 4 |
Salesforce
CRM
|
+$3.39M |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
+$1.17M |
Sector Composition
| 1 | Technology | 21.24% |
| 2 | Financials | 11.95% |
| 3 | Industrials | 7.48% |
| 4 | Healthcare | 7.14% |
| 5 | Consumer Discretionary | 6.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Emerson Electric
EMR
$75.7B
| $206K | 0.03% |
+1,544
|
|
||
202
Vanguard Small-Cap Value ETF
VBR
$31.7B
| $200K | 0.02% |
1,026
-315
|
|
||
|
DFS
203
DELISTED
Discover Financial Services
DFS
| – | – |
-3,900
|
|
||
204
iShares Russell 2000 Growth ETF
IWO
$13.5B
| – | – |
-920
|
|
||
205
Schwab U.S Small- Cap ETF
SCHA
$21B
| – | – |
-13,566
|
|