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
$832M
AUM Growth
+$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$6.76M
2
+$2.13M
3
+$2.04M
4
MRNA icon
Moderna
MRNA
+$2M
5
AVUS icon
Avantis US Equity ETF
AVUS
+$1.71M

Top Sells

1
+$2.88M
2
+$601K
3
+$521K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$407K
5
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$305K

Sector Composition

1 Technology 1.8%
2 Communication Services 0.72%
3 Consumer Discretionary 0.6%
4 Healthcare 0.36%
5 Financials 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$16M 1.92%
652,356
-117,498
27
$15M 1.8%
253,639
+10,613
28
$14M 1.68%
364,713
+13,621
29
$13M 1.56%
91,714
+8,091
30
$10M 1.2%
109,755
-5,717
31
$8M 0.96%
294,882
+249,138
32
$7M 0.84%
58,956
-3
33
$7M 0.84%
20,154
+528
34
$7M 0.84%
45,377
+36
35
$4M 0.48%
21,436
36
$4M 0.48%
75,915
-11,406
37
$4M 0.48%
33,729
-3,434
38
$4M 0.48%
19,232
-28
39
$4M 0.48%
190,984
-14,574
40
$3M 0.36%
20,440
+10,060
41
$3M 0.36%
71,536
-91
42
$3M 0.36%
70,698
-3,907
43
$3M 0.36%
102,055
+34,066
44
$3M 0.36%
129,243
-6,352
45
$2M 0.24%
25,825
-73
46
$2M 0.24%
43,833
+6,260
47
$2M 0.24%
36,248
+9,292
48
$2M 0.24%
+5,537
49
$2M 0.24%
6,410
+3,830
50
$2M 0.24%
132,936
-12
1
2
3 4 5