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
+$737K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$6M
2
+$4.59M
3
+$3.39M
4
JPSE icon
JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
+$3.23M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$3.09M

Top Sells

1
+$7.45M
2
+$4.01M
3
+$2.9M
4
JPIN icon
JPMorgan Diversified Return International Equity ETF
JPIN
+$2.69M
5
IBDK
iShares iBonds Dec 2019 Term Corporate ETF
IBDK
+$1.91M

Sector Composition

1 Technology 1.27%
2 Communication Services 0.44%
3 Healthcare 0.41%
4 Financials 0.29%
5 Consumer Discretionary 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.02M 1.19%
233,521
-11,728
27
$4.78M 1.14%
120,222
-10,043
28
$4.59M 1.09%
387,732
-7,398
29
$4.1M 0.98%
82,139
-21,919
30
$3.79M 0.9%
178,119
-2,314
31
$3.63M 0.86%
142,519
+133,113
32
$3.58M 0.85%
157,512
-327,656
33
$3.23M 0.77%
+106,517
34
$3.09M 0.74%
+50,621
35
$1.99M 0.47%
94,478
-3,890
36
$1.87M 0.44%
+51,483
37
$1.84M 0.44%
86,367
-2,135
38
$1.48M 0.35%
5,555
-5
39
$1.28M 0.3%
+33,045
40
$1.22M 0.29%
+29,545
41
$1.14M 0.27%
53,295
-17,301
42
$1.08M 0.26%
+6,223
43
$969K 0.23%
5,755
44
$917K 0.22%
4,409
+20
45
$917K 0.22%
+57,143
46
$846K 0.2%
25,187
-11,416
47
$812K 0.19%
6,986
-44
48
$793K 0.19%
8,476
49
$772K 0.18%
3,569
-111
50
$699K 0.17%
22,741
+82
1
2
3 4