RW

RVW Wealth Portfolio holdings

AUM $1.18B
1-Year Est. Return 11.94%
This Quarter Est. Return
1 Year Est. Return
+11.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$420M
AUM Growth
+$27.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$3.77M
2
+$1.88M
3
+$1.58M
4
IBDM
iShares iBonds Dec 2021 Term Corporate ETF
IBDM
+$1.36M
5
IBDO
iShares iBonds Dec 2023 Term Corporate ETF
IBDO
+$1.35M

Top Sells

1
+$5.39M
2
+$1.35M
3
+$395K
4
IBDK
iShares iBonds Dec 2019 Term Corporate ETF
IBDK
+$373K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$301K

Sector Composition

1 Technology 1.37%
2 Communication Services 0.42%
3 Healthcare 0.41%
4 Financials 0.22%
5 Consumer Discretionary 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.25M 1.25%
245,249
-3,096
27
$5.2M 1.24%
48,231
-49
28
$4.64M 1.11%
395,130
-14,490
29
$4.04M 0.96%
485,168
+4,272
30
$3.82M 0.91%
180,433
-12,483
31
$2.08M 0.49%
98,368
-7,342
32
$1.88M 0.45%
88,502
-5,673
33
$1.49M 0.36%
70,596
34
$1.45M 0.35%
5,560
+5
35
$1.29M 0.31%
36,603
-920
36
$964K 0.23%
5,755
37
$936K 0.22%
4,389
-1,000
38
$812K 0.19%
7,030
-60
39
$757K 0.18%
3,680
+111
40
$740K 0.18%
8,476
41
$729K 0.17%
7,700
+300
42
$707K 0.17%
5,060
-89
43
$668K 0.16%
12,643
44
$659K 0.16%
22,659
45
$644K 0.15%
13,386
+18
46
$563K 0.13%
22,452
47
$538K 0.13%
26,540
48
$530K 0.13%
20,692
49
$502K 0.12%
2,599
50
$416K 0.1%
+5,329
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