RWA
River Wealth Advisors Portfolio holdings
AUM
$804M
This Quarter Return
+5.9%
1 Year Return
+14.72%
3 Year Return
+69.77%
5 Year Return
+114.96%
10 Year Return
+234.85%
AUM
$550M
AUM Growth
+$550M
(+5.9%)
Cap. Flow
+$7.15M
Cap. Flow
% of AUM
1.3%
Top 10 Holdings %
Top 10 Hldgs %
34.74%
Holding
217
New
10
Increased
78
Reduced
111
Closed
10
Top Buys
| 1 |
iShares Russell 2000 ETF
IWM
|
$2.15M |
| 2 |
T-Mobile US
TMUS
|
$1.88M |
| 3 |
Tetra Tech
TTEK
|
$1.32M |
| 4 |
iShares Russell Mid-Cap ETF
IWR
|
$1.11M |
| 5 |
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
|
$941K |
Top Sells
| 1 |
Verizon
VZ
|
$1.13M |
| 2 |
Apple
AAPL
|
$1.08M |
| 3 |
Toro Company
TTC
|
$515K |
| 4 |
PPL Corp
PPL
|
$503K |
| 5 |
Otis Worldwide
OTIS
|
$457K |
Sector Composition
| 1 | Technology | 16.1% |
| 2 | Financials | 11.2% |
| 3 | Healthcare | 10.15% |
| 4 | Industrials | 7.09% |
| 5 | Consumer Discretionary | 6.52% |
