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
$766M
AUM Growth
+$84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$8.09M
3
+$6.13M
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$4.39M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.83M

Top Sells

1
+$32.7M
2
+$24.6M
3
+$10.9M
4
INTU icon
Intuit
INTU
+$2M
5
EZM icon
WisdomTree US MidCap Fund
EZM
+$1.36M

Sector Composition

1 Technology 1.57%
2 Communication Services 1.04%
3 Financials 0.65%
4 Consumer Discretionary 0.52%
5 Industrials 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$14M 1.83%
200,131
+9,925
27
$13M 1.7%
334,602
+24,808
28
$13M 1.7%
+298,309
29
$10M 1.31%
82,936
+5,109
30
$10M 1.31%
117,268
-127,237
31
$7M 0.91%
58,973
-127
32
$6M 0.78%
19,088
-188
33
$6M 0.78%
42,497
34
$5M 0.65%
211,211
-4,838
35
$4M 0.52%
88,289
-158
36
$4M 0.52%
37,242
-6,268
37
$4M 0.52%
19,564
-369
38
$4M 0.52%
21,522
+14,546
39
$3M 0.39%
71,776
-278
40
$3M 0.39%
74,611
-319
41
$3M 0.39%
142,977
-4,001
42
$2M 0.26%
9,780
+220
43
$2M 0.26%
26,048
-195
44
$2M 0.26%
17,037
+2,840
45
$2M 0.26%
31,580
-21,420
46
$2M 0.26%
36,261
+1,958
47
$2M 0.26%
40,240
+240
48
$2M 0.26%
134,538
-12
49
$2M 0.26%
35,956
-826
50
$2M 0.26%
7,755
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