RWA
River Wealth Advisors Portfolio holdings
AUM
$804M
1-Year Est. Return
14.72%
1 Year Est. Return
+14.72%
AUM
$720M
AUM Growth
-$34.9M
(-4.6%)
Holding
209
Top Buys
| 1 | +$2.83M | |
| 2 | +$2.49M | |
| 3 | +$1.18M | |
| 4 |
iShares Russell 2000 ETF
IWM
|
+$1.02M |
| 5 |
Accenture
ACN
|
+$959K |
Top Sells
| 1 | +$3.58M | |
| 2 | +$3.5M | |
| 3 | +$1.84M | |
| 4 |
Lockheed Martin
LMT
|
+$1.47M |
| 5 |
American Electric Power
AEP
|
+$1.36M |
Sector Composition
| 1 | Technology | 19.45% |
| 2 | Financials | 12.12% |
| 3 | Healthcare | 8.37% |
| 4 | Consumer Discretionary | 7.12% |
| 5 | Industrials | 7.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Emerson Electric
EMR
$75.7B
| – | – |
-1,705
|
|
||
202
Fidelity MSCI Communication Services Index ETF
FCOM
$1.84B
| – | – |
-3,504
|
|
||
203
Fidelity MSCI Industrials Index ETF
FIDU
$1.56B
| – | – |
-2,996
|
|
||
|
204
Lockheed Martin
LMT
$113B
| – | – |
-3,033
|
|
||
205
NiSource
NI
$20.6B
| – | – |
-25,807
|
|
||
206
Novo Nordisk
NVO
$235B
| – | – |
-21,343
|
|
||
207
RPM International
RPM
$14.3B
| – | – |
-1,796
|
|
||
208
Schwab US Broad Market ETF
SCHB
$38.3B
| – | – |
-8,988
|
|
||
|
SUM
209
DELISTED
Summit Materials, Inc. Class A Common Stock
SUM
| – | – |
-69,156
|
|