RWA
River Wealth Advisors Portfolio holdings
AUM
$804M
This Quarter Return
+6.33%
1 Year Return
+14.72%
3 Year Return
+69.77%
5 Year Return
+114.96%
10 Year Return
+234.85%
AUM
$572M
AUM Growth
+$572M
(+7.3%)
Cap. Flow
+$7.02M
Cap. Flow
% of AUM
1.23%
Top 10 Holdings %
Top 10 Hldgs %
31.44%
Holding
218
New
9
Increased
123
Reduced
69
Closed
5
Top Buys
| 1 |
iShares MSCI Emerging Markets ETF
EEM
|
$1.2M |
| 2 |
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
|
$1.13M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$929K |
| 4 |
Comcast
CMCSA
|
$636K |
| 5 |
SPDR Bloomberg Convertible Securities ETF
CWB
|
$440K |
Top Sells
| 1 |
VAR
Varian Medical Systems, Inc.
VAR
|
$857K |
| 2 |
AT&T
T
|
$479K |
| 3 |
Northrop Grumman
NOC
|
$393K |
| 4 |
Philip Morris
PM
|
$316K |
| 5 |
Exxon Mobil
XOM
|
$305K |
Sector Composition
| 1 | Technology | 12.84% |
| 2 | Financials | 11.99% |
| 3 | Healthcare | 8.61% |
| 4 | Industrials | 6.47% |
| 5 | Consumer Discretionary | 6.32% |
