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
$457M
AUM Growth
+$36.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$9.28M
2
+$2.65M
3
+$2M
4
IBDM
iShares iBonds Dec 2021 Term Corporate ETF
IBDM
+$1.15M
5
IBDL
iShares iBonds Dec 2020 Term Corporate ETF
IBDL
+$1.11M

Top Sells

1
+$6.6M
2
+$5.01M
3
+$4.88M
4
BSCJ
Invesco BulletShares 2019 Corporate Bond ETF
BSCJ
+$1.99M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$316K

Sector Composition

1 Technology 1.83%
2 Communication Services 0.44%
3 Healthcare 0.39%
4 Financials 0.3%
5 Consumer Discretionary 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.4M 1.18%
46,694
-1,625
27
$5.11M 1.12%
398,538
+10,806
28
$4.97M 1.09%
116,328
-3,894
29
$4.83M 1.06%
224,597
-8,924
30
$4.47M 0.98%
83,144
+1,005
31
$3.85M 0.84%
142,370
-149
32
$3.52M 0.77%
165,872
-12,247
33
$3.45M 0.76%
106,054
-463
34
$3.27M 0.72%
50,139
-482
35
$2M 0.44%
+39,629
36
$1.96M 0.43%
51,483
37
$1.8M 0.39%
84,442
-1,925
38
$1.46M 0.32%
5,555
39
$1.44M 0.31%
15,457
+6,981
40
$1.39M 0.3%
33,760
+715
41
$1.35M 0.29%
29,455
-90
42
$1.33M 0.29%
24,007
+11,364
43
$1.29M 0.28%
26,365
+12,979
44
$1.25M 0.27%
41,274
+18,533
45
$1.17M 0.26%
6,223
46
$1.12M 0.25%
52,742
-553
47
$1.06M 0.23%
52,776
+32,040
48
$1.03M 0.23%
5,392
-363
49
$1.02M 0.22%
4,489
+80
50
$975K 0.21%
57,143
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