RW
RVW Wealth Portfolio holdings
AUM
$1.18B
This Quarter Return
+9.72%
1 Year Return
+11.94%
3 Year Return
+48.06%
5 Year Return
+69.13%
10 Year Return
–
AUM
$910M
AUM Growth
+$910M
(+9.7%)
Cap. Flow
+$215K
Cap. Flow
% of AUM
0.02%
Top 10 Holdings %
Top 10 Hldgs %
46.39%
Holding
381
New
4
Increased
38
Reduced
67
Closed
239
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 2.67% |
| 2 | Healthcare | 0.69% |
| 3 | Consumer Discretionary | 0.31% |
| 4 | Financials | 0.23% |
| 5 | Communication Services | 0.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
376
Intel
INTC
$105B
| – | – |
-2,850
| Closed | -$101K |
|
377
iShares International Equity Factor ETF
INTF
$2.32B
| – | – |
-1,953
| Closed | -$50.5K |
|
378
IPG Photonics
IPGP
$3.42B
| – | – |
-180
| Closed | -$18.3K |
|
379
CVS Health
CVS
$93B
| – | – |
-477
| Closed | -$33.3K |
|
380
SPDR MSCI ACWI ex-US ETF
CWI
$1.95B
| – | – |
-6,651
| Closed | -$166K |
|
381
CyberArk
CYBR
$23B
| – | – |
-66
| Closed | -$10.8K |
|