Portfolio (Quarterly)
Guide ↗
River Wealth Advisors LLC
· CIK 0001642570| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 201 | CHRW | C H ROBINSON WORLDWIDE INC | Industrials | 1,354.0 | $218K | 0.02% | NEW | — | $160.76 | +8.6% |
| 202 | BRO | BROWN & BROWN INC | Financial Services | 2,694.0 | $215K | 0.02% | NEW | — | $79.70 | -28.7% |
| 203 | VNQ | VANGUARD INDEX FDS | — | 2,378.0 | $210K | 0.02% | NEW | — | $88.51 | +9.5% |
| 204 | IWO | ISHARES TR | — | 646.0 | $209K | 0.02% | NEW | — | $323.01 | +18.5% |
| 205 | BSCZ | INVESCO EXCH TRD SLF IDX FD | — | 9,778.0 | $203K | 0.02% | NEW | — | $20.81 | -1.5% |
| 206 | IWP | ISHARES TR | — | 1,466.0 | $201K | 0.02% | NEW | — | $136.94 | +3.9% |
| 207 | BX | BLACKSTONE INC | Financial Services | 1,298.0 | $200K | 0.02% | NEW | — | $154.14 | -24.4% |
| 208 | JPC | NUVEEN PFD & INCOME OPPORTUN | Financial Services | 14,688.0 | $119K | 0.01% | NEW | — | $8.11 | -2.0% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
31.2%
Financial Services
18.1%
Communication Services
11.5%
Industrials
10.2%
Healthcare
8.5%
Consumer Cyclical
8.5%
Consumer Defensive
4.3%
Energy
3.6%
Basic Materials
1.8%
Utilities
1.7%