RW

RVW Wealth Portfolio holdings

AUM $1.28B
1-Year Est. Return 13.43%
This Quarter Est. Return
1 Year Est. Return
+13.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$830M
AUM Growth
-$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
384
New
Increased
Reduced
Closed

Top Buys

1
+$8.01M
2
+$3.55M
3
+$3.02M
4
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$2.66M
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$2.27M

Top Sells

1
+$7.32M
2
+$1.61M
3
+$1.6M
4
QTEC icon
First Trust NASDAQ-100 Technology Index Fund
QTEC
+$1.55M
5
ESGD icon
iShares ESG Aware MSCI EAFE ETF
ESGD
+$1.53M

Sector Composition

1 Technology 2.77%
2 Financials 0.52%
3 Consumer Discretionary 0.41%
4 Healthcare 0.37%
5 Communication Services 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$53K 0.01%
+2,099
227
$52.7K 0.01%
+552
228
$52.5K 0.01%
+581
229
$51.9K 0.01%
+200
230
$51.7K 0.01%
+200
231
$51.3K 0.01%
+600
232
$51.2K 0.01%
+781
233
$50.6K 0.01%
+942
234
$50.5K 0.01%
+1,953
235
$50.5K 0.01%
+545
236
$50K 0.01%
+1,369
237
$49.4K 0.01%
+251
238
$49.2K 0.01%
+539
239
$49.1K 0.01%
+76
240
$47.1K 0.01%
+275
241
$47.1K 0.01%
+1,035
242
$47.1K 0.01%
+510
243
$47.1K 0.01%
+32
244
$47.1K 0.01%
+858
245
$46.2K 0.01%
+86
246
$44.9K 0.01%
+216
247
$44.5K 0.01%
+228
248
$44.2K 0.01%
+1,168
249
$44.2K 0.01%
+550
250
$43.9K 0.01%
+87
8 9
10
11 12