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
$682M
AUM Growth
+$89.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$4.05M
3
+$1.86M
4
IBDN
iShares iBonds Dec 2022 Term Corporate ETF
IBDN
+$1.69M
5
IBDM
iShares iBonds Dec 2021 Term Corporate ETF
IBDM
+$1.46M

Top Sells

1
+$13.1M
2
+$6.41M
3
+$4.82M
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$3.02M
5
KHC icon
Kraft Heinz
KHC
+$2.5M

Sector Composition

1 Technology 1.91%
2 Communication Services 0.73%
3 Financials 0.59%
4 Consumer Discretionary 0.59%
5 Healthcare 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12M 1.76%
213,655
+11,926
27
$12M 1.76%
190,206
+4,592
28
$11M 1.61%
309,794
+13,093
29
$10M 1.47%
77,827
-386
30
$9M 1.32%
169,869
+3,178
31
$7M 1.03%
59,100
-748
32
$6M 0.88%
234,004
-512,420
33
$6M 0.88%
19,276
+393
34
$5M 0.73%
42,497
+1
35
$5M 0.73%
216,049
-9,398
36
$4M 0.59%
88,447
-66,808
37
$4M 0.59%
43,510
-397
38
$4M 0.59%
19,933
-78
39
$3M 0.44%
72,054
-103
40
$3M 0.44%
74,930
-1,934
41
$3M 0.44%
146,978
-14,477
42
$2M 0.29%
9,560
+840
43
$2M 0.29%
26,243
+33
44
$2M 0.29%
53,000
-15
45
$2M 0.29%
34,303
+5,343
46
$2M 0.29%
5,555
47
$2M 0.29%
134,550
-7,794
48
$2M 0.29%
18,903
-12,601
49
$2M 0.29%
7,755
50
$2M 0.29%
79,666
-4,734
1
2
3 4 5